Hello everyone, is there any way that we can use an online form to trigger a workflow? It seems can only apply to the UI so far and I need to make the workflow takes action when customer submit that online form use the external URL. Is there any way that we can do this?

Actually, you can. If your survey is a custom record, then you can perform actions on the record in a workflow. In the workflow create settings, the record type is the name of your custom record that you create.

Yes I tried, so the situation is I created a online custom form to generate vendor information, and then create a workflow to create a vendor record once the online vendor form is submitted through the external link. And there is a custom online vendor record is created in between as a “middle man” to link this two thing together. The workflow record type is the custom online vendor record and so far, once online form submitted, online vendor record is able to create, and when I just create a online vendor record use NetSuite UI, the actual vendor record is able to create as well. But when I start from the online form, only the custom online vendor record able to create and the actual vendor record can’t be created

I have exactly similar scenario, but I didn't wanted the vendor record getting created from the custom record automatically. Wanted some human intervention otherwise chances of too many useless vendor records can get created. I added a workflow on the custom record to get approved by a human aka vetting (this also compllies with auditors) once the designated vetts the vendor and approves the custom record an actual vendor record is created. I demoed this in my presentation at Suiteworld22.

Hi Sam, thank you and last time it is also you helped me. But now would you mind share your demo? I couldn’t find it online, tried to search for information about suiteworld22

presentation just have the description

Ok I am testing it right now, do you mean the create record action should be with the initiation state or the approve state?

Entry to approve state, so when the user presses the approve button and moves approve state on entry workflow action would trigger

I finally got it sorted out, thank you so much Sam!

Did it work?

Yes it worked finally! Thank you so so much

You are welcome, glad to help you. That's why few of us started this user group in 2016 and the sister site in 2019 to help the community.

That’s awesome!