In order to select a saved search on a workflow, you're required to select a "record type". Once you've selected the record type, it only allows you to select a saved search of that "type". I can't find a record type that gives me my "message" saved search to use. ***I resolved this by changing my search around to a…

How did you set the company? I keep getting workflow failures on the company field. [invalid company reference key]

Asif, Thanks for the response. Option #1 won't really work as the saved searches can get really complex, and it is easier to do the conditioning statements in the search. Option#2 sounds interesting. Where can I see some examples of how to do this? Alan

Clever idea...I'll try it out. Thanks Evan!

Woot Woot!!! It works! The trick was putting in a dummy step and adding a scheduled delay on the transition. It looks to me like if you have a one state workflow that it doesn't like you using the scheduled delay. If any of the NetSuite folks can confirm that, it would be good to know for future projects. Thanks again to…

I think the reason it didn't work is because the event base was on "create". When you mark something as shipped, that is during a transaction "update". So I marked the update, and added the event type "shipped". that seemed to work. My final issue on this. I got it to trigger on event type = Entry. (It sends the email…

Amount is referencing the fulfillment or cash sale....not the Sales order amount. At least that's what appears to be happening. So in other words...I can't seem to return the amount of the associated sales order. Only amounts on the transaction types in the workflow.

Well...close. So if someone completes an order by first fulfilling, and THEN billing, this works. This doesn't work if someone bills first, and fulfills second (which happens on occasion). I added "Item Fulfillment" as another subtype..that didn't work Then I tried adding "ship" as an event type (previously I just had…

Hey Cloud...I am REALLY close on this...the only thing not working is the scheduled delay and I am testing another way to do that right now....but no luck yet. As far as making it work immediately (and a good way to test your flow): Workflow Subtypes = Item Fulfillment, Cash Sale and Invoice Initiation: Create and Update…

I'll have to play with that idea...could be very powerful

I have Pack, and Ship in my list. Do you have the advanced inventory module? I wonder if that's the difference? I know we do....that's all I can think of why those don't show on yours.

Wow..I would have never figured that out on my own...but that was the ticket!!! It totally worked. Thank you for your help. May I echo others in saying a document and/or video of like 5-6 examples of different workflow types (with detailed instructions) would be amazingly helpful. Very powerful stuff if you can figure it…