In environments with heavy automation, it can be tricky to know whether a record was updated manually by a user or automatically by a workflow. This tip shows how to use System Notes in a Transaction Saved Search to identify the source of changes.
Scenario / Use Case
Administrators observe unexpected record updates and need to determine whether automation or users caused the change.
Solution Overview
By using a Transaction Saved Search filtered on System Notes, you can quickly see who or what made changes to a record — whether it was a user, a workflow, or a script.
Saved Search Setup
Search Type: Transaction
Criteria:
- System Notes: Type = Is Change
- System Notes : Context = is any of Workflow, Script, Scheduled Workflow, Script (Scheduled)
Results:
- Transaction Number
- System Notes Field: Field
- System Notes Field: Old Value
- System Notes Field: New Value
- System Notes Field: Context
How to Interpret Results
- Workflow / Scheduled Workflow - changes made automatically by workflows
- Script / Script (Scheduled) - changes made by SuiteScripts
Admin Tips
- Use narrow date ranges to improve search performance
We’d love to hear how you integrate Saved Searches into your NetSuite processes! Share your insights and experiences in the NetSuite Admin Corner.
