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New To NetSuite | Workflow: Create a Created By: field for Transactions

edited Apr 19, 2024 8:28PM in SuiteBuilder & SuiteBundler


New To NetSuite | Workflow: Create a Created By: field for Transactions.

Ever wondered if it’s possible to have a field that automatically sets the employee that created the transaction?

In this topic, we will tackle how to create a Workflow that will automatically set the employee who created the transaction on a custom field. This is commonly used by a lot of companies in their Approval Workflows.

 

Create the Workflow:

1.      Navigate to Customization > Workflow > Workflows > New

2.      On the Workflow setup page, click the set the fields below:

  • Name: <Set your Workflow name here>
  • Record Type: Transaction
  • Sub Types: <Select any transaction type>

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