sorry to derail the thread. Any plans to port the app over to Android or Win 8 for those people not in The Cult™?

John There are 2 fields that show the email address of the user, they are {email} and {emailaddr}, none that show the actual user

Thank you so much. {TRANID} is what I needed for this particular workflow but i can see the other solution coming in handy as well. Thanks again all.

That works then. We are due to be switched in less than 20 days. We have lived without this for this long we can go a couple more weeks. Thanks for the update.

I get that part. What I do not know how to do is tell the workflow to check the total of the order and see if it is $10,000 or more. What field do I have it look at?

This is really frustrating. I have created the workflow and given it a state. The state is a set field value state. Parameter is Order Status=Pending Approval, Trigger entry, event type is create, context is user interface or web store, and condition is Total Amount>=10000.00 When I look at the transitions tab it has no…

So I assume those customers are set to Credit Card terms? If you have ANY kind of terms set for the customer or the sales order it will create an invoice. Are you setup with a gateway for automatic credit card processing through Netsuite? If so, this is an easy fix.

When you say you usually "charge" customers right away, do you mean you usually charge a credit card, or usually collect cash or what exactly?

If you want the credit card to automatically charge as soon as the order is fulfilled you can leave the terms blank on the customer record, this will leave blank terms on the sales order transaction. Then make sure the credit card info is setup properly in the customer record in the finances tab and the card is set to…

Hi, For setting the status as Pending for Approval use "Before User Submit" Trigger & for sending the e-mails to the Employee use "After Record Submit" Trigger. Hope it will help..... That was the ticket. Thank you!!

Thanks for the suggestion. I finally figured it out on my own. I used the following formula {entity.parent.id} = xxxxx works like a charm

I am trying to create a workflow such that if the sales order is created at no charge (amount=0) then I want to force a field to be mandatory. I believed I had it set up correctly but I cannot get it to work. Workflow definition-Basic Information: Record Type=Transaction Subtype=Sales Order Initiation=Event Based Release…