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NetSuite Admin Tip: Ability to reference Summary Search Fields in Workflow Conditions

Jun 8, 2023 5:13PM edited Jun 2, 2025 2:38PM in NetSuite Admin Corner

Previously, it was not possible to directly reference Summary Search Fields in Workflow Conditions since they are configured as Non-Store Value.

As a workaround, their values must be copied first to a Store Value field, then that Store Value field is referenced in a Workflow Condition instead. However, the problem with this approach is that there is a possibility the Store Value field might not have the latest value copied to it at the time the Workflow Condition is evaluated. So, the execution of Workflow action(s) could be delayed until the next update of the field.

But now, you can reference a Summary Search Field directly in Workflow Conditions!