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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


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