[jmcadams]

Has anyone had any luck using workflows to set the value in a standard NetSuite field when using the user role as the trigger? I’m new to the workflows but it seems like this would be a good start.

When employee user role is “Client Service Rep” and a new case is created set the standard NetSuite field Case Issue to default to “Level 1”.

Has anyone had success doing this before and if so any pointers for the “newbie”?

Thanks!
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[markluu]

Hi Jenny,

Yes you should be able to perform that in a workflow. It should not take you too long to do it. Here would be a few pointers:In your workflow, set the condition User Role any of Client Service Rep
Make the workflow trigger on Create
In the State, set the field value Case Issue to the Level 1.

Hope this helps!

[jmcadams]

It does but I’m not getting hung up on the Condition/Formula value I need to use. I’ve read and reread the Netsuite documentation on workflows but I’m just not getting it. Is there a formula writer for dummies??

[jmcadams]

I created my workflow but the Issue field isn’t populating with the value I expect. Do you see anything obvious that I’m missing?

Initiation – Event

Event Defintion – On Create

Trigger Type – Al

Context – nothing selected

Saved Search – Workflow CSR II (a custom case saved search that references employees with Role = Client Services Rep)

State 1 Action

Entry

Field – Case Issue

Static Value / Selection “Client Services – Level 1

[markluu]

Hi jmcadams,

I didn’t use a saved search to do this. Using a simple formula worked fine. I attached a screenshot of what I had working.

[jmcadams]

OK that makes sense. Thank you! And does your one action in the Workflow look like this? Sorry for all the questions but I think once I get one setup I’ll be able to get this.

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