NetSuite WorkFlow Series#1
In this NetSuite training blog as a NetSuite solution provider we are greeting all with workflow series for beginners. In NetSuite Implementation and NetSuite customization we use Suite Flow to create and execute workflows in NetSuite. A workflow is the definition of a custom business process for a standard or custom record in NetSuite. Business processes can include transaction approval, lead nurturing, and record management. A workflow defines and automates the business process.
NetSuite starts an instance of a workflow on a record and record transitions between states in a workflow based on specific triggers. Triggers are events that occur when records are viewed, created, or updated. You can also direct NetSuite to run workflow instances on records based on a schedule for NetSuite support.
Use the Workflow Manager Interface interface in SuiteFlow to create and edit workflows. Create workflows in the Workflow Manager and a workflow instance initiates and executes according to the defined business process.
Execute as Admin : If enabled, the workflow in netsuite will execute using administrative privileges, regardless of the permissions of the currently logged in user.
We have 2 different kind of initialization
Based on an event
The workflow runs when a user creates or updates a record of the base record type for the workflow, against each record that is created or updated. For example, a lead nurturing workflow initiates when a Sales Rep creates a Lead record. This workflow runs against that newly created record.
Based on a schedule
The netsuite workflow runs on a recurring basis at defined time intervals, o on a one-time basis at a specific day and time. The workflow runs against records that are returned as results of a selected saved search. For example, you can create a workflow that runs every month and uses a saved search to find customers with at least one sales order, and sends the customer a welcome email.
Click Actions -> You will get all the list of Actions provided by NetSuite even you can create your own Workflow action .
Click for the condition and Set the Condition when you want the workflow to trigger,
Reference : netsuite.com, netsuite help and netsuite guide.
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