Workflow Initiation

For all workflows, you must specify when NetSuite initiates an instance of the workflow. You can set a workflow to initiate based on an event or based on a schedule.

If a workflow initiates based on an event, the workflow runs when a record of the base record type is created or updated. If a workflow initiates on a schedule, the workflow runs at the date and time in the schedule, against a set of records that meet criteria defined in a saved search.

A workflow must include at least one state before it initiates. Whenever a workflow initiates, NetSuite creates a new instance of the workflow. Multiple instances of the same workflow can be running simultaneously on different records.

You specify when the workflow initiates on the workflow definition page:

Typically, you specify workflow initiation on the workflow definition page. However, you can also initiate a workflow in one of the following ways:

Related Topics

SuiteFlow Overview
Required Permissions for SuiteFlow
Enabling SuiteFlow
Workflow Manager Interface
Workflow Elements
Dynamic Mode for Workflows
Workflow Audience

General Notices