Hello, does anyone ever try to create a online vendor form that works like online lead form? Able to have a external URL and once fill in the form, netsuite will create a vendor in the system?
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Sam-I-Am
10/19/2022, 6:17 PM
Vendor or any other entity record type forms cannot be published externally. There might be a way to do so, I am in process of creating one for vendor onboarding:
• Create a custom record with same fields as vendor record.
• Custom records can be published externally like lead generation form
• Capture vendor entered dat in custom record.
• use a workflow or script to create a vendor record using custom record's data.
I am also including an approval and vetting process (I showcased this in my presentation at Suiteworld 2022).
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Summer Sun
10/19/2022, 6:21 PM
Awesome, I am also thinking about create the workflow to route the record to a vendor record, but got stuck, the custom record that I created is not showing up on the workflow record type. Not sure what’s going on, do you have some thoughts about this?
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Sam-I-Am
10/19/2022, 6:25 PM
that's odd - all my custom records are exposed to workflows always in all instances. wondering why?
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Summer Sun
10/19/2022, 6:28 PM
I will double check my record, and it is odd for me too because I created a customer survey custom record and it is shows on the workflow. Thank you so much
Summer Sun
10/19/2022, 7:33 PM
Hey @Sam-I-Am would you mind share the setting of your workflow? My custom record shows up under the record type on workflow and then I tried to create a create record action, somehow the system won’t trigger the auto create vendors based on the workflow. If you don’t mind, please help, thank you