megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

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!

Setting a field in workflow

edited Dec 2, 2019 3:41PM in SuiteCloud / Customization 2 comments

Hi Folks,

We dont do credit card processing ( under terms we have Credit Card ) but one of the things we wanted to do was to check to see if Terms was set to N30 but there's info in either of the Credit Card # field or Card Holder fields that the workflow would fire and auto change the field from N30 to Credit Card - then send an email to the creator of the document to let them know what happened..

Works fine.. except for the over-riding of the Terms field.. hope someone out there can assist..

The workflow action i've created is:

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 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders