Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Identify Fields in Related Records in Workflow
I am having trouble wrapping my head around how to identify fields in related records within a workflow.
I am using a training DB.
I have a form called Furniture Request form
I created a workflow and one of the states is sending an email to the customer.
What I am having difficulty understanding is how to identify the fields that are NOT located on the Furniture Request Form. In other words, the customer phone number and balance and the employee email and phone.
I understand how to set preferences to show internal ID's.
I understand that I get the field names from the records, in this case the Customer Record and the Employee Record; which show Customer Record - Field ID = phone and customer Record - Field ID = Balance. Employee Record Field ID = email and Employee Record Field ID = Phone