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Change Status & Class

edited Dec 2, 2019 3:42PM in SuiteCloud / Customization 4 comments

Hi All,

I've been trying to automate as much as possible using NetSuite's workflow, so far I've been able to automate making fields mandatory with your help - now I've got another thing I may just need some help tweaking to get it to work.

We have an online form which fills out a lead record, we have three licence types which is auto-populated from our system with some text "Private", "Business" or "Education".

I want to automate the change of Status and Class (both to "Private account") by using a workflow, what I have so far is:


Edit Name Parameters Trigger On Condition Formula Saved Search Delay Recurrence Unit

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