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.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
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!

NetSuite Admin Tip: Ability to reference Summary Search Fields in Workflow Conditions

edited Nov 20, 2024 9:19AM in NetSuite Admin Corner

Previously, it was not possible to directly reference Summary Search Fields in Workflow Conditions since they are configured as Non-Store Value.

As a workaround, their values must be copied first to a Store Value field, then that Store Value field is referenced in a Workflow Condition instead. However, the problem with this approach is that there is a possibility the Store Value field might not have the latest value copied to it at the time the Workflow Condition is evaluated. So, the execution of Workflow action(s) could be delayed until the next update of the field.

But now, you can reference a Summary Search Field directly in Workflow Conditions!

Member Referral Guidelines

Answer Accepter Badge

Content Creator

----------------------------------------------------------------

@Jack Daryl Espiel-Oracle | Ask A Guru

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