help me create a basic transfer order approval wor...
# ask-stanley-ai
c
help me create a basic transfer order approval workflow
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a basic transfer order approval workflow in NetSuite, you would need to follow these steps: 1. Navigate to the workflow manager by going to Customization > Workflow > Workflows. 2. Click on New Workflow. 3. In the Primary Record field, select Transaction. 4. In the Record Type field, select Transfer Order. 5. Set the Initiation to Event Based and select the Before Record Submit event. 6. Add a State to the workflow and set it as the Initial State. 7. In this state, add an Action of type Set Field Value. Set the Field to Approval Status and the Value to Pending Approval. 8. Add another State to the workflow. In this state, add an Action of type Set Field Value. Set the Field to Approval Status and the Value to Approved. 9. Add a Transition from the first state to the second state. Set the Trigger On to After Record Submit and the Condition to User Role is Transfer Order Approval. Please note that this is a very basic workflow and may not cover all your business requirements. You may need to add more states, actions, and transitions based on your specific needs. Also, make sure the user who is approving the transfer orders has the "Transfer Order Approval" permission.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849487364
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848938048
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848022521
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