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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Update Field based on Saved Search
I would like to create a workflow that updates a field on the customer record based on a search of a custom record attached to the customer record. I am thinking this is how it would work.
I create a scheduled workflow that runs daily and checks a saved search. If the customer appears in this search then the box gets checked. If the customer does not appear in the search then the box gets unchecked.
Here are my questions.
1. Is this feasible with workflow or do I have to script this?
2. Do I do this with one workflow or two (one for checking the box one for unchecking the box) ?
0