Angelica Mae Segador-Oracle · robert nedelkow-oracle · Silver Crown

Hi @kees.netsuiteadmin, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @brocha, Have you seen our latest response? Thank you! -Lyka

Hi @Vernita, I have tested this on my end, and it appears to be the standard behavior when it comes to Field filters in workflows. In the UI, the filter functions correctly, displaying only Australian states as it is set to filter by country = Australia. UI: However, when applied within the workflow, it does not seem to…

Hi @User_A9NED, We suggest to try the "All" workflow trigger. Since if you use this trigger (On Create) and you cancel the workflow, NetSuite reloads the record in the NetSuite UI therefore it will not stay on the record as an active workflow. For workflows that initiate On Update and use the All or Before Record Load…

Hi @Honey Soe, Since cannot provide a workflow/script from scratch, you can check the following SuiteAnswers below: Prevent Users from Backdating... Restrict Reversal Date on Journal Entry to Equal to or Greater Than the Transaction Date... Compare Date Today with the Transaction Date Using a Workflow Return User Error…

Hi @brocha, You may refer to the following SuiteAnswers articles below: Release Preview Guide Preparing for Testing Suggested Test Plan Test Plan Template Available for Download Download the Release Preview Test Plan Template to create and modify a test plan for each of your business workflows. This Microsoft Excel…

Hi @Vernita, I am still replicating this in my test account as of now. Just to clarify, is it showing only USA states or is it showing all the states available? Thank you!

Hi @User_521DE, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Vishnu M, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @User_1T7OP, Have you seen our latest update? Thank you! -Lyka

Hello @User_G8N5G, Have you seen the latest update? Thank you! -Lyka

Hi @User_VA1OM, Have you seen our latest comment? Thank you! -Lyka

Hi @User_A9NED, You can try to change the workflow initiation trigger type to All. Consequently, any of the Before Record Submit actions will run. The All trigger type is a server trigger that starts an instance of a workflow for any triggering event that occurs for a record. For example, when a user views a record, a…

Hi @User_1T7OP, Please ensure the filters use OR logic instead of AND. You can also check the following SuiteAnswers articles below: Filter Result of a Saved Search Applied on a Custom Record... Saved Searches for Custom... Let us know if this helps. Thank you! -Lyka

Hi @Tybrneryan, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hello @User_G8N5G, Yes, it is possible to create a workflow based on a saved search in NetSuite. You can use a Scheduled Workflow with Saved Search as a Trigger to send notification emails when specific conditions are met. You can also check SuiteAnswers for more details by searching for "Saved Search Triggered Workflows."…

Hi @Vernita, Have you already tried setting this up, or do you have some sample configurations that we can look at? Maybe we can help fine-tune the workflow based on what you've done so far. You might need a combination of formula fields and workflows to extract the month, determine the last day of that month, and then add…

Hello @AhmedM, Alright, glad to hear that and we're happy to help! 😀 By the way, we would greatly appreciate you clicking the "Yes" button for “Did this answer the question?” on the replies that helped you which will also help other community members who encountering the same problem.

Hi @CDuf, As of now, it is still a limitation and I haven't found an existing Enhancement Request about this, so feel free to submit one. You can do so by either submitting a case to NetSuite Customer Support or via SuiteIdeas. We apologize for the inconvenience and appreciate your understanding of this limitation. Thank…

Hi @Laura K, No worries. By the way, we would greatly appreciate you clicking the "Yes" button for “Did this answer the question?” on the replies that helped you which will also help other community members who encountering the same problem.

Hi @Martha Hakes, Let us know if you have any problems after your testing. Thank you so much! -Lyka

Hi @User_VA1OM, Thank you for writing in! Here are some SuiteAnswers articles that might help you with this: Notify Employee When Purchase Order Is Created via... Create Case Saved Search to Send an Email Alert Upon Case... You can try different approaches like Scripting, Workflow, and Saved Search for this. -Lyka

Hi @Eunice_Rep, Let us know the results of your testing! Please don't hesitate to ask if you have any questions. Thank you!

Hi @User_A9NED, Have you seen our latest comment? Thank you! -Lyka

Hola @User_IAAVV, ¿Has visto nuestras últimas actualizaciones? ¡Gracias! -Lyka

Hi @User_RLV0D,glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @tmarck, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @FazeprooF, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Puja Ghosh, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @User_A9NED, It is okay to set the Workflow Trigger Type to "Before Record Load" as this initiates the workflow process when a record is loaded for editing or creation. In your case, this trigger ensures that the workflow starts as soon as the user begins interacting with the record. Additionally, you've used the Action…