Discussions

Check out Oracle NetSuite upcoming events and conferences here
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.
Don't miss out on our Question of the week! You only have until tomorrow, April 18, 2024, 2 PM EST to comment your answers and earn rewards! Click here for more details.
Community Poll: What sort of content would you like to see more of?

NSC | Create Workflow to Change Form Upon Selecting Status

edited Oct 20, 2022 11:23PM in SuiteCloud / Customization

Lead records have various Status that can be selected, they are important in the process of determining if the Lead record can become a Prospect record. However, there are instances where each Status needs to have a corresponding Custom Form used on the Lead record.


We can create a Workflow that will set the value of the Custom Form based on the Status selected on the Lead record.


1. Navigate to Customization > Workflow > Workflows > New

2. Basic Information:

Name: Enter Update Status on Lead Records

Record Type: Select Customer

Sub Types: Select Lead

Execute As Admin: Enter Checkmark

Release Status: Select Released

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 1 (Jan-Mar 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders