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NSC | Show Transaction Number from Invoice to Custom Record

edited Oct 21, 2022 8:40PM in SuiteCloud / Customization

Link a Custom Record to an Invoice and show the Invoice Number on a Custom Body Field in the Custom Record.

In order to be able to do this, we should create a workflow to Create a Record with the trigger type After Record Submit.


1. Navigate to Customization > Workflow > Workflows > New

2. Basic Information:

○ Name: Enter Link Invoice to Custom Record

○ Record Type: Select Transaction

○ Sub Types: Select Invoice

○ Execute As Admin: Enter Checkmark

○ Release Status: Select Released

○ Initiation: Select Event Based

3. Event Definition:

○ On Create: Enter Checkmark

○ Trigger Type: Select After Record Submit

4. Click Save

5. Click State 1

6. Bottom right corner: Click

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