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January 11, 2024
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NetSuite SuiteFlow: Setting a Line Item Field Based on Another Field Through a Client Trigger

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NetSuite has an interesting feature that allows client triggers for sublist fields. For some background on what this means, when a trigger is on the client-side, it can only execute when a user interacts with a record form in NetSuite. 

Previously, only a server-side trigger was supported for sublist fields in workflows, meaning you would have had to save before you can see the expected result.

However, the GIF below shows how the workflow was able to set the “Description” field based on the line item field.  

In this article, we’ll help showcase a step-by-step guide on how to configure the workflow with the above outcome.

Configuring The Workflow

  1. As an Administrator, navigate to Customization > Workflow > Workflows > New.
  2. Give the workflow a name.
  3. Select “Transaction” under Record Type.
  4. Under Sub Types, select “Purchase Order.” Note: This is only required for this example. Select the sub-type that best applies to your use case when doing it yourself. 
  1. Under the Event Definition section, check the “On Create” and “On View or Update” checkboxes.
  2. Select “Before Record Load” under the Trigger Type.
  3. Under Event Types, select “Create” and “Edit.”
  4. Under Contexts, select “User Interface.”  
  5. Click Save.

Configuring The Set Field Value Action

  1. In State 1, click New Action, then select “Set Field Value.”
  1. A pop-up window will appear. Select “After Field Edit” under Trigger On.
  2. Under Triggering Client Fields, choose “Sublist.” and click  OK.
  3. In the same section, select “Item (Line).” Note: This is the field you’ll have to select to fire the behavior you want.
  4. Under Contexts, select “User Interface.”
  1. Under Field in the Parameters section, select “Description (Line).” This is the field that you are setting the value of upon triggering the field.
  2. Under Value, you can choose what text you want to set. For this example,  check “Static Value.” Type “Set by workflow” into the Text box.
  3. Click Save.

Testing The Workflow

Now that the workflow configuration is completed, it’s time to test it. In Step 4, we used “Purchase Order” as the Sub Type, so the steps below are specific to Purchase Order testing.  

  1. Go to Transactions > Purchases > Enter Purchase Orders.
  1. Select a Vendor.
  2. Under the Items tab, select “Item.”
  3. Now you’ll see that under Description, the text “Set by workflow” is automatically set, just like in the gif at the beginning of this article.  

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