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NSC | Workflows: Why Workflows Behave Differently During CSV Imports

in SuiteCloud / Customization

Overview

NetSuite workflows do not always behave the same way during CSV imports as they do when records are entered manually. Some workflow actions may not trigger, or they may trigger differently depending on the workflow setup and import method.

Understanding this behavior can help administrators troubleshoot imported records more effectively.

Scenario

Imported records skipped workflow actions.

Solution

This usually happens because CSV imports can bypass or affect workflow execution depending on how the workflow is configured.

Review the following:

  • Workflow triggers
  • Execution context
  • Record type being imported
  • User permissions
  • Whether the workflow is set to run during CSV imports
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Jervin Teopengco-Oracle | Ask A Guru

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