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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Transform Record and Goto Record in one step?
A workflow assigned to opportunities should get a button to create an estimate.
In the workflow I'll use the actions
Transform Record and
Goto Record
Because the estimate has more mandatory fields (e.g. items) than the opportunity at Transform Record I get an error message.
The required mandatory fields are not pre dined and I'll force the user to fill this data in.
Therefore I'm looking for a solution where "Transform and Goto" is in one step
or for a practicable workaround.
thanks Mike
Tagged:
0