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Can you use a workflow-added button to re-route to...
# suiteflow
j
Can you use a workflow-added button to re-route to same record, different form? Basically a toggle between a basic form and detailed form.
k
Generally I prefer to do this via script for user experience purposes.
j
What happens if you use a workflow?
k
It's slow - and sometimes results in duplicate records getting created if you do this during the creation process.
j
It wouldn't be. It's just to toggle between two forms for viewing.
k
So what should happen is that the page will load - and then reload. with the new form when you press the button. You'd have to update the form - so make sure that the fields are applied to the form - and that they are just buried somewhere else
Because store form with record might cause data to be lost - I'd be tempted to test this on a small subset thoroughly before deploying it.
j
Of course. Would I just use Go to Record for the WF action? I've never tried to do a redirect to a different form this way.
Same transaction, at least.
k
Change field value - for the form.
j
Huh. I will try it.
I didn't think that'd work.
k
It might - but your forms probably have to be set to "store form with record"
if that's an option on your form. Some forms don't have that option
Because form is stored by default
j
It worked, but damn it's slow.
k
Right - and the page probably reloads 3 times during the process.
j
It seemed to. The button is also not reliable. I had to strip away all conditions for it to appear. We only want one person to really use this on a certain form.
I think we'll go with a script.
I've been told I have to use workflow. Now it isn't working reliably. It doesn't like using custom form as a condition at any level (workflow or action). Can you not use custom form as a condition on add button?
k
No idea.
Normally the user experience is enough to convince for a script for me, so I've never had a reason to spend a ton of effort figuring out how to make it work with a workflow.
j
I understand. I wish I knew how to script, but I never have time to learn properly. I'll figure it out, I guess.
Well, according to someone at NetSuite, it's not possible to do with a workflow because you can't set a custom form field on View, only Edit.
k
I mean - why not just give the person a saved search with the various fields that they can run for those records.
if you need only view access.
use it as a sublist - and they can swap sublists to see the additional data points.
j
I honestly don't know. I was just asked if this was possible, then told it needed to happen quickly.
I'm not even sure how often this will happen.
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