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