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.
Workflow : Create Record (Task) Action
I am creating a Workflow with Record Type = Transaction; Sub Type = Sales Order, that has an Create Record action within a State to create a Task record. Is there anyway to update a custom field (List) on the Sales Order upon changing the Task status to complete? Is this the Subscribe to Record action?
Also the SO does not link to the Task - normally found on the History : Activities sub tab when a task is manually created directly from the SO. Is this possible or is the act of linking the SO and Task not possible within Workflow?
Any insight would be appreciated!
0