Jeanne R
Jeanne R

Reputation: 21

NetSuite Workflow - Set Field Mandatory Option

I am creating a NetSuite workflow to set a field mandatory. Use case as follows:

If custom field "Customer Has Billing Issue" checkbox is checked, then make "Billing Issue Ticket Number" (custom field) mandatory.

Settings as follows:

Workflow:
Name: (any)
Record Type: Customer
Sub Types: Customer
Execute as admin: checked
Status: Released (in Sandbox)
Event definition: On create, on view or update
Trigger type (I've tried all): Current set to Before Record Load

State:
Action 1: Set field Mandatory:
Condition: Company has billing issue = T
Trigger on (I've tried them all) currently on: After field edit
Triggering Client fields: Customer has billing issue
Parameters: Field: Billing Issue Ticket Number 
Mandatory = Checked

Action 2: Set field Mandatory:
Condition: Company has billing issue = F
Trigger on (I've tried them all) currently on: After field edit
Triggering Client fields: Customer has billing issue
Parameters: Field: Billing Issue Ticket Number 
Mandatory = Unchecked

I tried all combinations. The workflow is triggering but I cant seem to make the field mandatory. Any suggestions?

Upvotes: 2

Views: 1774

Answers (1)

Patrick Olson
Patrick Olson

Reputation: 56

I got it to work like this. Actions have the "Customer Has Billing Issue" field as the triggering field enter image description here

Upvotes: 2

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