Jcurve Support Articles

Search This Hub
Back To Top
Articles tagged #WORKFLOW
Articles tagged
#WORKFLOW
Setup & Customisation

Update Item Information on Sales Order Using Workflow

Scenario

When an Item record is updated (for example: pricing, description, etc.), the updated item information is not automatically reflected on Sales Orders that were already created with the item. Thus, it is needed to manually re-add the item/s for the new Item information to be shown. To avoid this, a workflow can be created which can be executed using a button whenever needed.

Solution

  1. Navigate toCustomization>Workflow>Workflows>New
  2. Basic Information:
    • Name:EnterName
      Example: Auto Update Items
    • Record Type:SelectTransactions
    • Sub Types:SelectSales Order
    • Execute as Admin:EnterCheckmark
    • Release Status:SelectReleased
  3. Initiation:SelectEvent Based
  4. Event Definition:
    • On Create:EnterCheckmark
    • On View or Update:EnterCheckmark
    • Trigger Type:Select-All-
  5. ClickSave
  6. ClickNew State
  7. ClickState 1
  8. Lower Right Corner:ClickNew Action
  9. ClickAdd Button
  10. Parameters:
    • Label:EnterLabel
      Example: Update Item
    • Save Record First:EnterCheckmark
  11. ClickSave
  12. Double-clickState 1
  13. ClickTransitions
  14. ClickNew Transition
  15. Basic Information:
    • To:SelectState 2
  16. Condition:
    • Execute on Button:SelectUpdate Item
  17. ClickSave
  18. Double-clickState 2
  19. ClickNew Sublist Action
  20. Parameters:
    • Sublist:SelectItems
  21. ClickSave
  22. ClickSublist Action Group
  23. ClickNew Action
  24. ClickSet Field Value
  25. Parameters:
    • Field:SelectItem (Line)
    • Value:SelectFrom Field
      • Record (Join):SelectCurrent Record
      • Field: SelectItem (Line)
  26. ClickSave

Read More
Setup & Customisation

Send Email to Multiple Recipients from a Multi-select field via Workflow

If a user retrieves the value from a multi-select field, it will be in an array.Send Email actionon the other handis similar tonlapiSendEmailAPI which states that a valid recipient it will accept should be any of the following:

Read More
Setup & Customisation

Return User Error on Transaction Deletion not Working

A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.

Read More
Setup & Customisation

Use a Group of Approvers in a Workflow Utilizing a Workflow Action Script

User needs toincorporatea certain group ofApprovers,SupervisorsorEmployeesto aWorkflowto handle the approval process ofa record.

Read More
Setup & Customisation

Call Client Scripts from Workflow

Scenario

Client script functions can be invoked by any Workflow Action scripts that support client-based triggers (e.g. Before User Edit, After Field Edit, etc.).These functions must be issued on the Custom Formula portion of the action.

Below is an example to demonstrate how this is done. This requires basic SuiteScript and Workflow knowledge.

Solution

  1. Create a JavaScript file with the following codes:
    functionsayHello(s){alert('Hello '+s);/* * return true|false line is required to allow/disallow the workflow action to execute. * Condition will treat the function returned false if this line is omitted. * Thus, Workflow Action (e.g. Set Field Value) will not execute */returntrue;}
    Note:The above function will be called by the Workflow on Step 5.4.
  2. Navigate toCustomization>Scripting>Scripts>New
    • Click on the+logo beside theScript FilePopup List
    • Select the JavaScript file on the File Popup Window and click onSave
    • UnderDeploymentstab, add the record (Applies Tocolumn) script & workflow must be applied to (For this example,Customerrecord is used and click onSave)
  3. Navigate toCustomization>Workflows>Workflow>New
  4. Basic Information:
    • Name:EnterName
      Example:Enter      Customer Workflow
    • Record Type:SelectCustomer
    • Sub Types:SelectCustomer
    • Execute as Admin:EnterCheckmark
    • Release Status:SelectReleased
  5. Event Definition:
    • On Create:EnterCheckmark
    • On View or Update:EnterCheckmark
  6. ClickSave
  7. ClickState 1
  8. Bottom right corner:ClickNew Action
  9. ClickSet Field Value
  10. Basic Information:
    • Trigger On:SelectBefore User Edit
    • Event Types:SelectCreate
    • Context:SelectUser Interface
    • Triggering Client Fields:SelectMemo
  11. Condition:
    • SelectFormula
    • Formula:EntersayHello(nlapiGetFieldValue('companyname'))
    • Triggering Client Fields:SelectMemo
  12. Parameters:
    • Field: SelectAccount
  13. ClickSave

Read More
Users & Roles

Custom Role With Full Workflow Permission Could Not See Specific Workflow

There are scenarios when a Custom Role with full Workflow permissions is not able to view a specific Workflow. A possible reason for this is that the Workflow runs on a Record Type where the Custom Role does not have permission on. This article shows how to verify if the Custom Role affected has permissions for the Record Types configured on the Workflow.

Read More
Setup & Customisation

Use Display in Web Store Field as a Condition Using Workflow

Use the Display In Web Store field as a condition on a Workflow for a Return User Error Action

Read More
Setup & Customisation

Create a Show Message Action on Edit Event with a Workflow

There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.

Read More
Order to Cash

Show Sales Order Number Pop-up Message on Item Receipt via Workflow

User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.

Read More
Order to Cash

Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order

There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.

Read More
Setup & Customisation

Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow

Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.

Read More
Setup & Customisation

Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"

Scenario

User has a business process that if the request is less than amount, the request will not require an approver. As part of a business process workflow, the user is not setting the Next Approver field for this scenario.On the Workflow, the sender of the email must be the Next Approver. If the next approver is blank, an error will be encountered.However, if we set a condition on the Send Email action using Next Approver is not Empty, the workflow will always treat this condition as true since the Next Approver has a space for its default value.

Solution

  1. Navigate toCustomization>Workflow>Workflows
  2. ClickEditbeside the Workflow to modify
  3. Locate theStatecontaining the Send Email Action
  4. Double-clicktheState
  5. ClickSend Email Action
  6. Condition:
    1. ClickOpenbeside the Condition field
    2. Workflow Condition:
      • Field: SelectNext Approver
      • Compare Type: Selectnot empty
    3. ClickSave
  7. ClickSave
  8. ClickDone

Read More