Enhanced Workflow Actions
With our Enhanced Workflow Actions you can extend the native functionality of NetSuite workflows to perform actions that are currently not supported. Opening up a wide range of functionality that is currently not possible.
Collect user input through a pop up within workflows
- Add a pop-up window into ANY
workflow that requires the user to
input a response. - The workflow will not transition to the
next state until a response is entered. - Store the entered value into ANY field
on the current record. - Use the stored response in other
actions, transitions or conditions
throughout your entire workflow.
Manipulate fields in ANY sublist
- Manipulate ANY sublist, such as,
Expenses, Lines, Items, etc - Conditionally, set sublist fields as
mandatory using any condition.
Even native NetSuite fields. - Set field values for ANY sublist.
Even set values for native NetSuite
fields. - Apply conditions to actions so
only certain lines get updated
with new values
Ten Custom Workflow Actions
Dynamic Lookup
Much like Excel's VLOOKUP you can use any field value on the current record to lookup and compare that value to any other field on any other record. Also join the found record to the current record.
Pop-up with User Input
Capture reasons and responses directly within your workflows through directed pop-up windows. Store those responses on the current record to use in other actions and conditions.
Validate Period Status
Validate the status of the accounting period assigned to the transaction. (ie. Locked, Closed, Open, etc). Use that validated status in conditions or transitions throughout your workflow.
Go To URL
Redirect the user to any URL from directly within your workflow. Take them to External websites, Saved Searches, or even other NetSuite records. URL parameters are also supported so the destination can be pre-filtered or pre-populated with data from the current record.
Initiate ANY Workflow
Initiate any workflow in your environment from within another workflow. Here you are not limited to workflows of the same record type but can manipulate other records through workflows you initiate based on your specific conditions.
Set Field Value - Joined Record
Set the value of any field on a record that is joined to your current record.
Manipulate ANY Sublist
Make a transaction line field mandatory based on custom conditions. Set the value of a transaction line field. This can be done on ANY sublist now! Manipulate the Expenses sublist on a Vendor Bill, or even the Lines sublist on a Journal Entry.
Set Field Value - Child Record
Set the value of any field on ALL records joined to your current record as Child Records.
Create and Attach PDF
Use any Advanced PDF template to generate a PDF of the current record and attach it natively or in a custom document field. Use this generated PDF in Sent Emails or other actions within your workflow.
MavenCloud Tools
Visit our marketplace to see all our great products. Each plug-in is uniquely tailored to help Administrators, Super Users and Financial Users quickly automate and customize processes in their environment.