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.
SuiteWorld | October 25–28, 2026 | Las Vegas Where our community gets ready for what’s next!
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Why is the Transition in my Workflow not executing?
I am trying to build a workflow that will update the Lead - Marketing Qualified status to Lead - Sales Qualified after the Sales Team has marked two specific Tasks complete.
I have reviewed the existing question: "Update Customer Record / Trigger Customer Workflow when Activity or Email created" and tried to leverage some of the components.
When the Lead is created my workflow is creating the two required Tasks: Schedule Phone Call and Schedule Virtual Meeting.
After the Sales Team marks both Tasks "Completed", I need the Lead Status to change to Lead-Sales Qualified. I am attempting this through a "Transition"
Tagged:
0