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Tag: Rocky Mountain NetSuite User Group

NetSuite Workflows

Matt Balas from RSM presents on Workflows. Topics covered include:

  • Understanding Transitions, Trigger On, Event Types and Contexts
  • Dynamically change form data based on data entry
  • Automate Task Creation
  • Generate approval routing workflows with several approvals
  • Process approval buttons, such as Approve and Reject
  • Support role-based business processes
Worklfows Presentation Slides Matt BalasDownload

rmnsug Meetings Leave a comment May 15, 2024May 28, 2024 1 Minute
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