Hi, I created a workflow that runs a custom actio...
# general
i
Hi, I created a workflow that runs a custom action whenever an Invoice is created/updated. (The custom action sends invoice info to an external system.) I'd like to be able to also manually trigger this workflow on a large collection of existing Invoices (e.g. scoped by date range or specific customer), in order to backfill data in the external system and as a recovery tool I can use following any future NetSuite outages. Is there a way to do that? Can anyone point me in the right direction?
c
Hi Ivan, it depends of your trigger action in your WF (if it is related to a UI one it won't work) but if these are not based on User's trigger action, you can trigger your WF by doing a CSV import (be sure to check the box "Running Server Suitescript and trigger Workflows") or by running a Mass Update.
this 1
i
Sorry, I should have been clearer in my description. The existing Invoices already exist in NetSuite, but I want to leverage my workflow to publish them to the external system.
c
Yes the idea here is not to create the invoice by CSV in Netsuite but to trigger your WF (if this one is also on updates) by "updating" massively your invoices.
i
I see, thanks for clarifying 👍
a
You can use a Mass Update to initiate or transition any workflow
This would be a way to trigger your custom action. Then you could provide the criteria for what invoices using filters etc
i
Nice, thanks!