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Workflow for Case Based on User Role

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization 5 comments

Has anyone had any luck using workflows to set the value in a standard NetSuite field when using the user role as the trigger?  I'm new to the workflows but it seems like this would be a good start.

When employee user role is "Client Service Rep" and a new case is created set the standard NetSuite field Case Issue to default to "Level 1".

Has anyone had success doing this before and if so any pointers for the "newbie"?

Thanks!

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