Editing a State

Edit an existing state to change its properties or create and edit workflow elements. Edit a state to make changes to the following workflow elements:

To edit a state:

  1. Open the workflow that contains the state that you want to edit. For more information, see Editing a Workflow.

  2. Select the state in the diagrammer and click the Edit icon on the State tab in the context panel.

  3. Edit the following state properties:

    Property

    Description

    Workflow

    Name of the workflow that contains the state. This field is not editable.

    Name

    Name of the state. If you change the name of an existing state, the Workflow History subtab shows states that were renamed while the workflow runs. See Deleted and Renamed States.

    Script ID

    Custom script ID for the state. NetSuite prefixes the ID with workflowstate. To edit this field, see Editing a Workflow State Script ID.

    Description

    Optional description for the state.

    Do Not Exit Workflow

    Means that the workflow instance doesn't end when it finishes the actions in this state.

    If you create a transition from this state to another state, this field is disabled. Also, this field is disabled if there is a transition from this state to another state.

    For more information about using this property, see Non-Exiting Workflow States.

    Start State

    If checked, this is the entry state in the workflow. This field is disabled if it's the current start state.

    If you create a transition to this state, or if you check this box for another state, NetSuite clears this box.

  4. To change actions, on the Actions subtab, click Edit next to an action. For more information, see Working with Actions.

  5. To change transitions, on the Transitions subtab, click Edit next to a transition. For more information, Working with Transitions.

  6. To change custom fields, on the Fields subtab, click the field name to edit it.

  7. To save the changes to the state, click Save.

Editing a Workflow State Script ID

When you create a state, NetSuite automatically gives it a script ID. Change the script ID if you want to use it as a reference in a script.

The script ID must be must be lowercase, can't have spaces, and can't be longer than 27 characters. NetSuite prefixes the ID with workflowstate when you save.

To edit the script ID for a workflow state:

  1. Open the workflow that contains the state that you want to edit. For more information, see Editing a Workflow.

  2. Select the state in the diagrammer and click the Edit icon on the State tab in the context panel.

  3. Click Change ID.

    A portion of the context panel with the Change ID button highlighted.
  4. In the Change Script ID window, enter a new script ID. You can prefix the ID with an underscore (_) for readability.

    A portion of the Change Script ID window showing the new script ID field.
  5. Click Save.

Related Topics

General Notices