Netsuite Finance

NetSuite Workflows

With fundamental workflow concepts, you have the tools to visually construct your business processes. SuiteFlow can automate your custom approval routing, apply validations, send emails, create related records, direct the end user to appropriate forms in the user interface, and more.


Agenda
  • Default data on forms.
  • Add field and form level validations while performing data entry.
  • Dynamically change form data based on data entry.
  • Differentiate display of data based on whether a form is displaying in edit mode, view mode, or print mode.
  • Send email notifications.
  • Automate the creation of tasks, phone calls and other records.
  • Automatically move an end user to a different page/record within NetSuite.
  • Generate approval routing workflows with several approvers.
  • Process approval buttons such as Approve and Reject.
  • Manage approval status.
  • Support role-based business processes.
Audience

NetSuite Administrator, business analyst, or another non-technical user needing to learn how to create basic workflows with NetSuite SuiteFlow.

Prerequisite

None.