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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
New To NetSuite | Workflow: Create a Created By: field for Transactions
New To NetSuite | Workflow: Create a Created By: field for Transactions.
Ever wondered if it’s possible to have a field that automatically sets the employee that created the transaction?
In this topic, we will tackle how to create a Workflow that will automatically set the employee who created the transaction on a custom field. This is commonly used by a lot of companies in their Approval Workflows.
Create the Workflow:
1. Navigate to Customization > Workflow > Workflows > New
2. On the Workflow setup page, click the set the fields below:
- Name: <Set your Workflow name here>
- Record Type: Transaction
- Sub Types: <Select any transaction type>
Tagged:
0