I am dying to learn more about the fundamentals of...
# suiteflow
t
I am dying to learn more about the fundamentals of workflows. I'm very willing to take a course, but there only appears to be video courses, and I like to ask questions to personalize the material to my own work cases. Does anyone here know of resources for Suiteflow training? In particular, I need to be able to create new records and use the field information from the existing record to populate fields on the new records. For example, creating a replacement Purchase Order from information based on a Vendor Return. Also, create a new project record and populate the project parent field on the new record with the project ID from the current record.
k
Your example can't be done with a workflow
At least, not without serious work arounds.
Both of those would be better off as a script
t
Really? Oh dang it! I'm much further away from creating a script.
k
Yeah, if you want a resource to read on workflows - there is a pretty intense document.
t
Yah, I saw that one. It was too intense for me to navigate without feeling overwhelmed and misdirected. Thanks for the input. It sounds like I need to put my JavaScript to work and start learning the NetSuite basics.
a
Hi @Tim_Pedersen you can do most of what your thinking with workflows but probably won’t get everything you’re looking for For example you can create a PO from a Vendor Return and populate data from the VR into the PO, however if you want to bring over the item sublist data that will not be doable via workflow. (You can update the sublist field or even add items but once you get more than 1 or 2 items needed in the sublist data it gets very complicated and hard to work with). The Transform Record action would do what you want however that action is limited to very specific instances. (Like SO to Invoice) For the project workflow this sounds like NetSuites basic sub projects. If you go to the Relationships subtab on the project then click New Subproject it will create a new project and the parent will be the project you created it from. (Maybe I’m reading your requirement wrong)
t
Thanks @AI1