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NetSuite Admin Tips: Determining Workflow Permissions

edited Feb 2, 2022 5:32PM in NetSuite Admin Corner

Challenge: You get a "Saved Search does not exist" message, or worse, an unexpected error on a workflow that relies on a Saved Search. Ensuring you've selected the right permissions on your workflow and Saved Search can be the difference between whether a workflow can correctly execute or not.

Tip: If yor workflow has the "Execute as Admin" checkbox enabled, then your workflow is running with full admin privileges. If so, this might be a different issue. However, if "Execute as Admin" is not enabled, the workflow will follow the role permissions of the currently logged in user.

For example, a user executes a workflow deployed on item records, which uses a Saved Search filter that is not public and not shared with the user or the role the user has. This causes an error when the workflow tries to run the Saved Search because it is inaccessible to that user. To troubleshoot, first edit the Saved Search used in the workflow and ensure that the permissions on the Saved Search are set up so that the users of the workflow can also run the Saved Search.

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Michelle Jabanes | Ask a Guru

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