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Workflow on Quote/Estimate - 'Entity Status' not an option for Set Field Value action.

edited Jun 2, 2025 2:54PM in Search / Reporting 1 comment

I'm trying to workflow some preset data when a quote is created via the webstore and one thing I need to do is set the Status or Entity Status field of the quote. But, when I look through the list of fields to select from in the Set Field Value action, I can't find this field or anything relating to it.

Any ideas?

The field I want to automate:

As it appears in customization of the form:

Fields I have looked for in the list:
Status, Entity Status, Customer Status, Estimate Status, Quote Statust, Transaction Status

Sam Dainton

NetSuite Administrator/Developer

Lapwing UK - Site Supplies & Construction Tools

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