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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Set custom Quote Form Based on Sales Rep
Trying to write a workflow to set the quote for based on the sales rep. I can get the workflow to set the form, but it goes into a continuous loop. Anyone have an idea on what I need to set to stop the loop?
My Workflow looks like this:
Workflow:
Record Type> Transaction (Quote)
Description> Set the template used based on sales rep
Inactive> No
Release Status> Testing
Initiation> Event Based
Events> On Create
Trigger Type> Before Record Load
Condition> Customer : Sales Rep = Curtis Churchwell
State 1:
Trigger On: Before User Edit
0