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Workflow for Case Creation based on Sub Partner Record

edited Jun 12, 2025 12:59AM in Ask A Guru 5 comments

Afternoon,

I'm hoping that someone can help me with what I thought should be a relatively easy process.

I'm looking to automatically create a case in NetSuite based on the change of a field on a Sub Partner record.

My State uses Record Type Partner, Event Definition is on View or Update. I've created a workflow using Create Record Type with a status which looks at the change of a field on the Sub Partner Record. My Parameter is Record Type Case.

My issue starts for field Company , if I manually create a case the data structure is

Sub Partner Acc Number Parent : Sub Partner Acc Name

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