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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
SuiteWorld 2025 registration is officially OPEN

SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
Starting June 1st, 2025, you may notice that our regular e-Fix releases are being referred to as ‘Minor Releases’. It’s still the same release schedule, with a different name. (Link can be found here)

Is it possible to set a entity field value from a search via Workflow?

edited Jan 3, 2020 12:27AM in Search / Reporting 2 comments

Basically we are looking to view the customer's 2 years revenue amount on a custom entity field on the customer record. 

I've created a Customer search showing Invoice Amounts for Transaction dates within 2 years from today.  And the results are being group by Customer and I've selected to sum up transaction total amounts.  Works great.

But it there a way via workflow, or some other way, that I can get that customer's total amount from the search to be set on the customer record under the custom entity field?

Many Thanks!
-GG

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders