Gracelin Edith Red Ribbon

Hi @Javier P. Please separate the flow do not set it to the same refer below.

Hi @Vajrala Madhu Reddy The Revenue Recognition events are something like a key or starter. It will trigger the Revenue recognition plans that are been scheduled like billing and etc.

Hi @User_84VR3 Can you post the screen shot of what error you get and where so that we can help. Try it with add only. Thankyou

Hi @Vajrala Madhu Reddy refer suite answer id for your question. Thankyou. 63073

Hi @Elina Kourouzidou You have move your workflow in Production account, or else you wont be able to see it. Keep it released.

Hi @User_84VR3 You can create a saved search for the customers and download the excel file convert it into CSV. Navigate to CSV uploads, give Relationship as vendors and upload the file. In next page, give Add or Update instead of the Add alone. and you can upload those. Thankyou.

Hi @User_XR5CR You can preview the email for the test once. There wont be any NetSuite default email address it fetch's from your Netsuite account beforehand.

Hi @GiCo74, You cant create an item fulfilment through CSV; You can go by the default process or you can either create a custom record and script it for bulk.

Hi @A_123 Yes you can create a workflow

Hi @Vajrala Madhu Reddy In Display you can increase the width of the field. You can select the list/record to appear.

Hi @User_LZ3TQ You can restrict the custom body field for only the form which you are using. or add a state in the workflow for the restriction of the mandatory field. Or else if it is not mandatory make it not mandatory.

Hi @FazeprooF You have to check the Use Expression check box so that there will be a action AND & OR. View using that you can create.

Hi @Elina Kourouzidou I guess you have to check your form which is default from which form do you need the Email link. Then click the form so it will be generated. Thankyou

Hi @Peter Bergsma Above, I have attached a sample, so in the workflow new action give set field value > select field as form, and in static value give TTR Neutral Sales Order. Above in the condition select the field and give checked. So when you create a sales order and check particular field the form will change it to…

Hi @Aruna Madabhushi You can create workflow with 4 stages as mentioned below give the employee name and give necessary conditions and set the Next Approver

Hi @User_DU7YV Be in Admin role, Navigate to Setup>User/role > Manage Roles. Select the role you want to disable the Full actions. select the transaction and give Only view option.

Hi @User_L8T63 The above Person is correct, but you have to give today in custom so that you can view all today day,s transactions.

Hi @Javier P. You cannot edit the Workflows which are locked. Create a new workflow, and set the limits, you can give the workflow condition that can go directly to the second Approver.