I need help on how to create the following workflow please. I added a new body field in the NetSuite sand box called “sow.” It is a check box field and I added it to the sales order transaction page. Is it possible to make a formula that says: If “contract type” field that exists on opportunity equals “sow”, check box, if not don’t check box? So the field contract type is on the opportunity and once this is contract type is set to SOW the checkbox SOW on the opportunity should be checked.
Your workflow will need a single State. The State will have a single Set Field Value Action, which will mark the checkbox accordingly. This Action will have a Condition that looks at the value of the Contract Type field.
New Workflow
Name the Workflow
Give it an ID
Record Type: Transaction
Sub Types: Sales Order
Trigger Ttype: Before Record Load
WorkFlow Condition: Condition
Field: SOW -- Compare Type: checked
Workflow Condition
Related
I have created a custom currency field, in Salesforce, on the standard Opportunity object. It's not a formula field; a workflow updates this field on edit/new opportunity. I have enabled Field History tracking on this field.
I want to include this field on a trend report with 2 snapshots of the field's value. The issue is that I don't see the field's historic value available to be selected under the "Opportunity (Historical)" field list. So, it seems like the value has not been added to this related object. (I can see the other standard fields' snapshot values.)
I went to the Report Type to see if I could add it there, but again, it's not available to be selected; only the field that's in the actual opportunity is selectable.
What steps have I missed?
if your field history report isn’t returning any records even though you know that records have changed, then ask your admin to turn on field history tracking.
Resource:
https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/account-field-history-tracking
https://help.salesforce.com/s/articleView?id=sf.reports_filter_old_value_new_value.htm&type=5
PDF:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/field_history_retention.pdf
How can we notify a user to select a value to a drop-down field in Azure DevOps work item without making it a required field.
The reason of not making it mandatory is because it is not a compulsory information.
But the reason for this 'way to notify' is to make sure that this value is to be filled when it is relevant (which is most of the time - but not all the time).
There is no option to add a notification on a field without making it mandatory, but there is a workaround to force the user to think about the value of the field.
You can add an additional boolean field who is enabled by default. This field can be used to create a rule for your original field, to indicate if it is required or not.
So to set this up you have to add the following fields/rules to your work item type:
2 fields:
originalFieldName (the field with extra attention)
booleanFieldName (Boolean, default value: true)
2 Rules:
When a work item is created
Then set the value of booleanFieldName to 1
When the value of booleanFieldName Equals 1
Then make originalFieldName required
With this solution the user always have to fill in the field or make the field is optional by deselecting the boolean field.
If you just want a message to be displayed in the work item to notify user to select a value. There is a workaround that you can create a customized process. You can customize the fields and pages in the your custom process.
For testing, i create a custom process and add a notification text to a group name to indicate use to select a value for a field. Please refer to below step.
1, Go to the Process section in the Organization Settings, and select the process that you want your custom process inherit from.
2, Then choose the work item type you want to edit. You can edit or add a fields or group to the work item type. For below example, i edit the title for Planning group to add a notification message.
For more information about custom process please refer the official documents.
If you already choose a process to your project. You can refer the detailed steps here to change your project process to the customized process.
Hope you find above helpful.
I have an app with an entity Order with a field Status. The values of the Status is "related to" an entity Status in the admin module which contains one field with values : Shipped, Resolved, Cancelled, On hold, Disputed, In Process.
Is it possible to define these values in the nps script ?
No. It's not if you use a field "related to". You must fill in form of entity status to provide values you want.
If you want your drop down list to rely on values that you write in your script, you must use "enum" type.
add field Status with type enum and values Shipped, Resolved, Cancelled, On hold, Disputed, In Process
But this way, you won't benefit from status component features.
I'm starting to get the hang of NetSuite but this one has stumped me. I am looking for a way to update the line items on an order from a workflow in NetSuite. From what I can tell it doesn't seem to expose those fields, is there any way around this?
I have a saved search returning all of the transaction line items that I want modified, there is a field on the Sales Order Line Item called "Create Fulfillment Order". It shows up under saved searches as "Create Fulfillment Order Column", but when I add an action to a workflow to set the field value, the only fields that show up are Sales Order fields. Is there any way to access the Sales Order Column fields, since that's really what's being returned by my saved search anyways.
I've looked at the Sub Types defined in the workflow to see if there's one for Sales Order Item or anything but there's not, just Sales Order. Any help would be greatly appreciated, thanks in advance!
There's nothing built-in that will let you access transaction line items from a workflow. You'll need to use SuiteScript to create a custom workflow action. Then you can call that action from your workflow.
Basically I want the orders to import under Pending Fulfillment only when the selected triggering client field has a value in it (any value). If it is blank I don't want this workflow to run on that SO. I have another workflow in place that affects other orders that are imported through Web Services, so this will be just for specific orders when the Triggering Client Field has a value. I set it up, as you can see in the images attached and no luck!
Parameters: Order Status=Pending Fulfillment (Static value)
Trigger on: After Field Sourcing
Contexts: Web Services
Triggering Client Fields: Custom free form text field that will be
populated with a 4-5 digit number
This looks like it will only work within the UI when someone is entering a sales order - and actually it won't work at all because if that's a free form text field, then it won't trigger the "After Field Sourcing" event. I would make the trigger Before Record Submit, or After Record Submit instead, and then under the "Condition" section, use the visual builder to tell set the criteria to only when Handshake Order ID is not empty. That should do the trick for you.
Please change your workflow action as below
Workflow Action : Import Status
Trigger On : Entry
Condition : {custbody11} is not null