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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Workflow to set field value on estimate record when clicking Sales Order button
Does anyone know the steps to create a workflow that would change an estimate's custom field value IF a sales order button is clicked on that estimate record? We have a long list of custom statuses that are available on Estimates/SalesOrders/PurchaseOrders. I am hoping to avoid going backwards to the origin record to keep updating throughout the order life cycle.
Example:
Estimate Record:
Custom Field Dropdown Value - "To Be Turned into a Sales Order"
Sales Order Button is Clicked
New Sales Order record is Saved
Original Created From Estimate Record:
Custom Field Dropdown Value - "Now a Sales Order"
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