Hi - we're creating a set of custom records to tra...
# suiteflowb
Betsy Barefoot
08/29/2025, 7:16 PMHi - we're creating a set of custom records to track let's call it a contract.
Rec 1 - main record - represents the contract and will be created by script one a sales order is approved.
Rec 2 - change record - actions in the change record update one or more fields on the rain record - and once the main record is updated, the flag is set to T on the change record. Change records are manually created and then marked as complete once some manual steps, outside Netsuite, are completed. Once the change record is complete is when the field updates would happen.
Can we update the two records by a workflow? I'm thinking no since it's multiple record types and even if we could, it would have to be two workflows and scheduled, not even driven.
m
MGBC
08/29/2025, 7:53 PMYes this would need to be 2 separate workflows
MGBC
08/29/2025, 7:53 PMand one can't trigger the other so you could do it on a schedule where the 2 work together to check statuses or something, but everything would be on a schedule (every 30 min at most)
MGBC
08/29/2025, 7:54 PMYou could get a custom workflow action that can update joined records
MGBC
08/29/2025, 7:54 PMlastly, you can use the Subscribe to record action to perform changes on one record based off changes from another
MGBC
08/29/2025, 7:55 PMFor example, a change record is created from the Main record and you subscribe to the change record
MGBC
08/29/2025, 7:55 PMthen in the main record workflow you can process transitions or actions based on the change record
MGBC
08/29/2025, 7:56 PMit could work for you
b
Betsy Barefoot
08/29/2025, 8:04 PMthank you - some things to think about. Have not worked with the subscribe to record action - I'll play around with it. What do you mean by
you could get a custom workflow actionm
MGBC
08/29/2025, 8:08 PMHere's our blog post on subscribe to record if you are interested
https://www.mavencloud.tech/blogs/post/subscribe-to-record-action
MGBC
08/29/2025, 8:08 PMWe have a blog post on almost every workflow action type
MGBC
08/29/2025, 8:11 PMhere's a real world example of how to use subscribe to record action also
https://www.mavencloud.tech/blogs/post/create-a-service-dispatch-module-with-workflows
b
Betsy Barefoot
08/29/2025, 8:11 PMthanks so much!
m
MGBC
08/29/2025, 8:15 PMWe have also built a custom workflow action that would edit/change joined records
https://www.mavencloud.tech/enhanced-workflow-actions
MGBC
08/29/2025, 8:15 PMit is a script type you can leverage to make custom acitons within your workflows
b
Betsy Barefoot
08/29/2025, 8:24 PMwow- thanks!
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