Easy to Build NetSuite Workflows That Solve Common Business Needs

 

NetSuite Workflow Builder is a powerful tool that allows a user to automate processes and enforce company business rules without having to write extensive SuiteScript code. Workflow Builder provides a point-and-click interface for implementing complex multi-state workflows unique to your business, and this tip provides three simple use cases for common business needs that can be solved easily using this tool.

To get started you need to make sure SuiteFlow is enabled. Go to Setup > Company > Enable Features > SuiteFlex and check the box for SuiteFlow.

The process of creating a SuiteFlow is broken into three basic steps. Step one, create a workflow, two create a state and three add actions. The following examples only require one state.

Step 1: Create a new workflow.

Step 2: Create a new state

Step 3: Add actions to the workflow.

Use Case I: Make a field conditionally required

Add the ‘Set Field Mandatory’ action to the ‘Initialize Record’ state. In the example below the ‘Labor Cost’ field will be mandatory if the employee type is ‘Regular Employee’

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Use Case II: Conditionally hide fields

Add the ‘Set Field Display Type’ action to control if or how a field is shown. In the example below the Social security number is hidden unless your role is ‘Administrator’

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Use Case III: Default field values:

Add the ‘Set Field Value’ action to default values on the form. NetSuite makes is easy to set default values for custom field but for native fields, you could not without scripting until workflow was released. In the example below, the employee status field is set to ‘Regular – Full Time’ for every new record’. You could optionally add conditions or formula to add logic to the value defaulted.

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