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.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Is it possible to set a entity field value from a search via Workflow?
Basically we are looking to view the customer's 2 years revenue amount on a custom entity field on the customer record.
I've created a Customer search showing Invoice Amounts for Transaction dates within 2 years from today. And the results are being group by Customer and I've selected to sum up transaction total amounts. Works great.
But it there a way via workflow, or some other way, that I can get that customer's total amount from the search to be set on the customer record under the custom entity field?
Many Thanks!
-GG
0