[Gabby]

Hi all,

Hate to admit, but I am trying to set some basic actions with workflow to enforce users behavior but struggling it too much

In my case I want to set 2 basic rules/actions for the Sales Order form:

1. Return an error in case a user started to fill/select items, before selecting class in the Class field (under Classification fields group)

2. Fill the quantity for the item with 1 according to a specific class value.

*I would like also to return an error if the quantity is different from 1

It seems that I can’t define rules based on the Item field… Am I missing something ?

Help/clarification would be much appreciated !

Thanks,

Gabby
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[al3xicon]

Hi Gabby – unfortunately you cannot use workflows to control/interact with SUBLISTs (such as Items) – to control these you must use a script. Workflows can only interact with MAIN or BODY level fields on a form/record.

One way around this, which may or may not work for you, is to have your workflow triggered by a SAVED SEARCH condition – basically, you can write a saved search to identify any sales orders that fail the validation you want in place (item lines that don’t have a Class set, or have Qty other than 1), and trigger the workflow whenever the sales order in question is found within that saved search. Of course, with this approach, you can only know if the sales order is in that search AFTER it is saved, so only “after user submit” will work, and returning the user error will then force the user to go back and fix it – BUT the order will have been saved to the database already, so if they don’t, you can’t force them to.

One possibility with this approach is to have that saved search show in a REMINDER queue for somebody / multiple people on their home dashboard, that they then check periodically and work to Zero. Alternatively, you can have email alerts sent when a new order shows up in these searches.

Of course, these are all REACTIVE approaches to the problem. For a truly PROACTIVE approach, you’ll want to go with a simple script.

Hope this helps,

Alex

[Gabby]

Hi Alex,

Thank you for your response.

I am new to NetSuite and still learning the system. I am familiar with another ERP system where I could define business rules in the transaction’s lines level without customization/development…

As you described, I would like to take the proactive approach for various processes in the system.

In order to use scripts I need to get assistance from a developer ? Does it mean using JavaScripts ?

Or can I learn to use scripts by myself ?

Thanks,

Gabby

[al3xicon]

Gabby yes – NetSuite’s Suitescript APIs are written/based in JavaScript, so you’ll need a developer to help you out. You’ll need to provide them access to your NS via a user license as well (or at least to a sandbox, which you may or may not have purchased with your NS license). What you’re asking to do here is relatively simple however, so it shouldn’t take any decent developer more than a few hours (if that) to implement and test.

I don’t know if NetSuite plans on their roadmap at all to allow for line-level interaction via Workflows, but it would certainly be nice!

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