How to Create NetSuite Workflow Action Script

1. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive  +61 480 016 233  info@suiteactive.com.au  Home About Us Services Apps Knowledge Base Contact Us Home  NetSuite  How to Create NetSuite Workflow Action Script Search …  SEARCH RECENT POSTS NetSuite Approval Workflow User Guide How NetSuite Consolidated Invoicing Simplifies your Invoicing Process? How a NetSuite Custom Transaction Form is beneficial for your business NETSUITE How to Create NetSuite Workflow Action Script How to migrate from NetSuite Box V1 to Box V2? suiteactive March 23, 2020 How to create Custom Records for enhancing NetSuite functionality A A paradigm JavaScript. The NetSuite Workflow Action Script is one such SuiteScript is a very popular NetSuite platform used for customizing and automating your business processes completely. It has been built on high-level and multi- ARCHIVES type of SuiteScript. May 2020 The NetSuite Workflow Action Script permits you to add more actions April 2020 as compared to the point-and-click SuiteFlows. Using these scripts, March 2020 you can easily execute specific with the help of SuiteScript APIs that February 2020 https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 1/13

2. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive January 2020 are currently available in the market. For instance, creating records and manipulating sub-lists. December 2019 Creating and direct to a record using NetSuite Workflow Action Script Concerning NetSuite Workflows, the creation and redirecting to a CATEGORIES record becomes much easier. However, there are some restrictions on NetSuite it. For instance, a transaction cannot be created using Workflow Manager, which is a high-scale host that facilitates hassle-free running NetSuite SuiteFlow as well as managing different workflows. Another example can be the SuiteApp inability to create a Custom Record for parent-child relation using SuiteBuilder NetSuite Workflows. SuiteScript But, these restrictions can be easily overcome with the help of SuiteScript. The well-built NetSuite Workflow Action Scripts are used for this purpose. How to create a NetSuite Script? Let’s understand how to create a NetSuite Workflow for creating and directing to a record using NetSuite Workflow Action Scripts. It is not that difficult a task, you just need to follow a few simple steps for it. Visit the “Customization” tab located on the workflow action page You will get a drop-down menu, in that, select the “Scripting” option Again, you will get a pull-down menu, in that, pick “Scripts” option Mark the “New” tab after getting the new drop-drop menu Upload File https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 2/13

3. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive Choose Workflow Action from the script types Type in your script name Make the script deployment – check the all roles checkbox and execute as Administrator – keep the status to testing https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 3/13

4. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive In simple format: Customization -> Scripting -> Scripts -> New Upload the sample script Enter the name in the specified field Mark the “List/Record” option under the Parameters section Choose your preferred “Record Type”, for instance, Custom Record Click on the “Save” tab for storing these updates Later, click on the “Deploy Script” tab Also, choose the record type for which this workflow intended Retain the status “Testing” unchanged Click on the “Save” tab to store all the updates The example for a typical NetSuite Workflow Action Script: /** * @NApiVersion 2.x * @NScriptType WorkflowActionScript * @NModuleScope public * * Author: LEX define([‘N/record’, ‘N/runtime’], function(record, runtime) { function wfCreateRfQ(scriptContext) { var currentRecord = scriptContext.newRecord; var title = currentRecord.getValue(“title”); https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 4/13

5. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive var recordType = “customrecord_test_record”; var objRecord = record.create({ type: recordType, isDynamic: true }); objRecord.setValue({ fieldId: “name”, value: title }); objRecord.setValue({ fieldId: “custrecord_lcc_text”, value: “Test from Workflow” }); var recordId = objRecord.save({ enableSourcing: true, ignoreMandatoryFields: true }); return recordId; } return { onAction : wfCreateRfQ } }) How to create a Custom Field? It becomes highly important since the ID of a newly created custom record will be stored in it. The record can be stored in two different ways, by creating, a workflow field or a custom field. The first option can be chosen when you are not intending to store the record for https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 5/13

6. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive future use or user access. On the other hand, the second option can be selected when you are well-aware of the record type for which you are deploying this new workflow. Make script parameter for input Let’s study this process by trying to create “Task” – a workflow for CRM step-by-step: Click on “Customization” tab available on the workflow action page Select the “Lists, Records & Fields” from the drop-down menu You will get a pull-down list, in that, pick “CRM” fields In simple words: Customization -> Lists, Records & Fields -> CRM fields Enter the name in the specified tab, for instance, “Associated Record” Under type choose “List/Record” option and you will get a drop- down menu Select the “Custom Record” in that menu Under the section, named, “Applies To”, click on the “Task” option How to create a Workflow? On the workflow action page, click on “Customization” tab and you will get a drop-down menu Select the “Workflow” option available on that list and then select “New” from the listed options Enter the name in the specified tab and deploy it your preferred record type, for example, “Task” https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 6/13

7. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive Goto Customization Workflow setup1 Workflow setup Click on add button https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 7/13

8. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive Choose a label for your button Create a transition from State 1 to State 2 on the button you previously created. Now choose an action you deployed. Now choose an action you deployed. on state 2 https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 8/13

9. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive Sample Data For Demo Record Set an action on state 3 https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 9/13

10. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive In simple words: Customization -> Workflow -> New You will get a new page titled “Workflow Summary” Mark the option “On View or Update” Select “Before Record Load” under Trigger Type Click on the tab “New Action” and select the option “Add Button” Enter your preferred label, for example, “Create Record” Click on the tab “Save” to save the details Then, click on the button “New State” Insert a transition between State 1 & 2 You will get a pop-up named “Transition” Click on the “Execute” button then choose the button that you have already created On State 2 tab, click on the “New Action” tab Then, choose the workflow action you have deployed already (It must display the word “(Custom)” with its name. For Instance, LCC WFA Script Test (Custom) Mark the custom field on “Store Result In” in the pop-up window Insert a new state – State 3 Then, insert a transition between State 2 & 3 Click on the tab “New Action” on State 3 https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 10/13

11. 5/20/2020 NetSuite Workflow Action Script Simple User Guide | SuiteActive Then, move to “Go to Record” In the pop-up window, switch the “Trigger On” to the “Entry” Go to the Parameters section of the “Go to Record” There, mark “Custom Record” under the “Record Type” Also, on the “Field” tab, select custom field i.e. Associated Record Mark on the “Open in Edit Mode” Click on the button “Save” to store the updates How to test a Workflow? Set trigger on “Entry” Record type “Demo record“(Your custom record) You easily deployed the NetSuite Workflow Action Script with the help of the above-mentioned steps. It means you executed the script, created the custom field, and also configured the workflow. Now, it’s time to test the workflow and view the output. Let’s follow the below steps to test the “Task” workflow: First, view any of the “Task” records Click on the button “Test Record” You will notice that the record is redirected to the “Custom Record” that has been created by the NetSuite Workflow Action Script If you have any concerned about NetSuite Workflow Action Script then talk to our netsuite developer or Call – +61 480 016 233 https://suiteactive.com.au/blog/netsuite-workflow-action-script/ 11/13

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