-1

I need help on how to create the following workflow please. I added a new body field in the NetSuite sand box called “sow.” It is a check box field and I added it to the sales order transaction page. Is it possible to make a formula that says: If “contract type” field that exists on opportunity equals “sow”, check box, if not don’t check box? So the field contract type is on the opportunity and once this is contract type is set to SOW the checkbox SOW on the opportunity should be checked.

halfer
  • 19,824
  • 17
  • 99
  • 186
R Malak
  • 11
  • 1
  • 4

2 Answers2

0

Your workflow will need a single State. The State will have a single Set Field Value Action, which will mark the checkbox accordingly. This Action will have a Condition that looks at the value of the Contract Type field.

erictgrubaugh
  • 8,519
  • 1
  • 20
  • 28
  • Hi Eric thank you for your reply. I tried it this way but am sorry may be am not clear above. But the Contract type field is on the opportunity and the checkbox SOW is on order transaction page. How can this be done? So once the contract type on opportunity is equal SOW then the field SOW on transaction order should be checked. – R Malak Jan 21 '17 at 02:40
  • appreciate if anyone can help me with this workflow. I am new b to Netsuite – R Malak Jan 23 '17 at 14:49
  • appreciate it if anyone can assist me – R Malak Jan 31 '17 at 19:07
0

New Workflow

  • Name the Workflow
  • Give it an ID
  • Record Type: Transaction
  • Sub Types: Sales Order
  • Trigger Ttype: Before Record Load
  • WorkFlow Condition: Condition
  • Field: SOW -- Compare Type: checked Workflow Condition
Mike Kennedy
  • 1
  • 3
  • It looks like you asked this question before and it was answered. [Netsuite workflow or formula for a field](http://stackoverflow.com/questions/41092394/netsuite-workflow-or-formula-for-a-field) – Mike Kennedy Mar 22 '17 at 20:28