New To NetSuite | Workflow: Create a Created By: field for Transactions.
Ever wondered if it’s possible to have a field that automatically sets the employee that created the transaction?
In this topic, we will tackle how to create a Workflow that will automatically set the employee who created the transaction on a custom field. This is commonly used by a lot of companies in their Approval Workflows.
Create the Workflow:
1. Navigate to Customization > Workflow > Workflows > New
2. On the Workflow setup page, click the set the fields below:
- Name: <Set your Workflow name here>
- Record Type: Transaction
- Sub Types: <Select any transaction type>
- Execute as Admin: Yes
- Release Status: Released
- Keep Instance and History: Yes
- Enable Logging: Yes
- On Create: Yes
Create the Custom Field:
In this part, you can either create a Custom Body Field or a Custom Workflow field. In this topic, we’ll be creating a Custom Workflow Field.
1. On the Workflow Setup page, click on New Field
2. On Workflow Field setup page, set the values of the fields below:
- Label: Created by
- Type: List/Record
- List/Record: Employee
- Store Value: Yes
Create the Action:
1. On State 1, Click on New Action > Set Field Value
2. On the Action setup, set the fields below:
- Field: Created by (Workflow)
- Static Value: Yes
- Selection: Current User
Result:
Once a user has successfully made a Transaction, the field should now show up under System Information > Workflow History:
Now you know how to create a Workflow that will automatically set the employee that created the transaction. You can now utilize this feature depending on the needs of your business.
Make sure to follow the New to NetSuite > SuiteBuilder category so that you will be updated for the upcoming articles where we will discuss other SuiteBuilder customization tools available in NetSuite, like creating custom records, transactions, and more.
