Share with colleagues and friends who could benefit from our webinars too!
In observance of Public Holidays and Oracle Mandatory Year-End break, our NetSuite Support Guru Team will be offline on December 25 to 29 and January 1, 2024.
The NetSuite Support Community site will be up and running on the dates mentioned above, and you may continue to post your questions and discussions. Our NetSuite Support Gurus will respond to unanswered questions posted during the holiday break once we resume normal operations on January 2, 2024.
We wish you a safe and enjoyable Holiday Season. We are grateful for your participation and contributions in the community, and we look forward to collaborating with you in 2024.
NetSuite Support Community Team
How to make Workflows to Schedule a phone call on the customer record
I have created a save search to get the last completed phone call for the sales rep. Then I created a workflow to auto schedule a phone call, the problem is when the phone call gets schedule the owner shows -system- instead the field that I am selecting. Somebody knows how to force to do that?
here is my workflow:
on this last image I selected different options on the Selection tab, Join and Value even the formula..
After running the workflow I see the schedule phone call is schedule, but the Owner is set for -System-
I look at the workflow logs at the Workflow History under the Systems information tab, I see the correct ID for the user that I want to set, but for some reason it's not doing it.