how to create a workflow on a memorized transactio...
# ask-stanley-ai
n
how to create a workflow on a memorized transactions only
c
AI generated answer (using internal Slack threads):
To create a workflow on memorized transactions only, you can follow these steps: 1. Create a new workflow in NetSuite. You can do this by navigating to
Customization > Workflow > Workflows > New
. 2. Set the record type to the type of transaction you want the workflow to apply to (e.g., Sales Order, Invoice, etc.). 3. In the
Trigger Type
section, select the
Event
option and then choose the
After Record Submit
event. This will ensure that the workflow is triggered after a record is submitted. 4. In the
Conditions
section, you can set up a condition to check if the transaction is a memorized transaction. Unfortunately, the
Memorized
field is not available in the visual condition builder. However, you can use a formula to check this. For example, you can use a formula like
CASE WHEN {memorized} = 'T' THEN 1 ELSE 0 END
. This formula will return 1 if the transaction is a memorized transaction and 0 otherwise. 5. You can then add actions to the workflow to perform the desired operations on the memorized transactions. For example, you can add a
Set Field Value
action to set a unique bill number for each memorized transaction. Remember, the workflow will only be triggered for records that meet the conditions specified in the workflow. So, in this case, the workflow will only be triggered for memorized transactions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845349193
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821255863
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815476537
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