Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Workflow to Create phone call records when opportunity created
I dont see a lot of post in the workflow area, but it should be great!
I have created a new workflow...
Record Type Transaction
Sub Type Opportunity
Initiation should be Event Based - On Create
Trigger Type After Record Submit
Condition ??
Next a new state...with a new action to create Record
Parameter Phone Call
Trigger on Entry
I have tried a lot but can not get it to work
0