Blog tagged as howto

Subscribe to Record Action

The subscribe to record action is probably one of the most un-used actions in workflows.  Mostly because we find it is the least understood.  However, once you have mastered how it can be used, it can be an incredibly useful tool, especially for approval workflows.  The Subscribe to R...

MavenCloud
03/04/2024 02:48 PM - Comment(s)
Create an RSS Feed

NetSuite offers a huge toolkit of portlets on your dashboard that can provide meaningful metrics and deep insights into your business.  Commonly, people use portlets like Lists, Saved Searches, Key Performance Indicators, KPI Scorecards and Report Snapshots to visualize their data and provide a...

MavenCloud
01/07/2024 03:06 PM - Comment(s)
Create Record Action - Part 2
The second part of our deep dive into the Create Record Action covers how to use it within the Sublist Action group. It is one of the few actions available to the sublist action group on transactions and can provide powerful automation for your custom business processes.
MavenCloud
10/19/2023 05:54 PM - Comment(s)
Create Record Action - Part 1
The Create Record action can be used to store data, create actionable reminders and many more meaningful process improvements for your organization.
MavenCloud
09/29/2023 10:05 AM - Comment(s)

The Go to Page action is quite a simple concept in NetSuite and performs almost exactly as you would think.  You can insert this action into a workflow and redirect the user to a predefined page.  A "page" is considered a saved List View, Report or Saved Search result that you ha...

MavenCloud
09/15/2023 01:03 PM - Comment(s)
Combine the power of saved searches, custom fields and workflows to elevate your communication with your Customers and Vendors!
MavenCloud
08/15/2023 10:19 AM - Comment(s)
Read through part 3 on the Set Field Value Action from our Workflow's for Beginners Series.
MavenCloud
08/13/2023 07:32 PM - Comment(s)
Take a deep dive into the most used action in workflows
MavenCloud
08/01/2023 06:06 PM - Comment(s)
Leverage saved searches to provide a unique and efficient workspace for your team to quickly view information and navigate to records easily.
MavenCloud
07/28/2023 02:17 PM - Comment(s)

If you have done much work with workflows in NetSuite you have probably seen the "Do Not Exit Workflow" checkbox on the header level of all states in your workflow.  We get a lot of questions about this checkbox like; "When should it be used or avoided?" or "How does th...

MavenCloud
07/25/2023 09:32 PM - Comment(s)