Creating an Action

You can create an action from the Workflow State window or you can click the New Action button on the context panel. Most action properties are the same for all action types.

The following screenshot shows the common action properties:

Note:

When you create an action, the context panel displays it according to its trigger category. However, actions run in the order they appear on the Actions subtab of the Workflow State window, based on their trigger type. For more information about how actions run in a state based on their trigger type, see Action Triggers.

To create an action:

1. Open the workflow.

   See Viewing Existing Workflows and Workflow Searches.

2. In the diagrammer, slect the state where you want to add the action, then click the New Action icon in the context panel.

3. In the New Action window, click the link for type of action you want to create. For information about action types, see Workflow Actions Overview.

4. Enter the following basic properties. The properties that appear depend on the action type.

   Property	Description
   Workflow	Name of the workflow that contains the state where you're creating the action. This field is not editable.
   State	Name of the state where you want to include the action. This field defaults to the current state, but you can create the action in another state or move the action to another state. For more information, see Moving an Action.
   Type	Type of action. This field is not editable.
   Script ID	Optional script ID for the action. This value must be lowercase, it can't include spaces, and it can't be more than 26 characters. NetSuite prefixes the value with workflowaction. If you do not specify a script ID, NetSuite generates a unique ID. You can edit the script ID after you create the action. See Editing an Action.
   Insert Before	Where the action should appear in the list for the state's actions. Actions for the same trigger type run in the order listed on the Actions subtab for the state. Use this field to reorder actions in a state. See Reordering Actions.
   Trigger On	Trigger type for this action. This property is required. For more information, see Workflow Triggers and Triggers Reference.
   Event Types	The activity that created, viewed, or updated the record. The action only executes if the event occurred. For example, you can set the action to run only if a record was copied. For more information, see Workflow Event Types and Event Types Reference.
   Contexts	The NetSuite feature used to create, view, or update the record. The workflow instance initiates only if this context occurred. For example, you can make the workflow instance start only when the record for the workflow was created by a web service. For more information, see Execution Contexts and Execution Context Types.
   Client Fields	Fields that, if changed, affect another field. Shows editable record fields. This property appears only for actions that can be executed in the browser. You must select a client trigger for the Trigger On property. For more information, see Using Conditional Fields with Actions.
   Inactive	Indicates the action doesn't execute. Use this option to keep an action without deleting it, for example, when you troubleshoot state behavior.

5. Optionally, to enter a condition for the action, use the Condition Builder or Formula Builder to enter a condition.

   The action runs only if the condition criteria is met. Use a condition to limit when an action runs, for example, only for a specific user. For more information, see Action Conditions.

6. (Optional) Select a saved search as a condition for action execution. The action executes if the current record in the workflow is returned in the saved search results.

   To appear in the dropdown list, the saved search record type must match the base record type for the workflow. For more information, see Executing an Action with a Saved Search Condition.

7. (Optional) Enter a schedule. The action executes on the schedule you enter after the record enters the state in the workflow. You must select Scheduled for the Trigger On property. For more information, see Scheduling an Action.

8. Under Parameters, enter the properties specific to the action. See Workflow Actions Overview.

9. Click Save. The action appears in the context panel under its trigger type category and on the Actions subtab for the workflow state.

Related Topics

• Working with Actions
• Editing an Action
• Deleting an Action
• Ordering Actions
• Reordering Actions
• Moving an Action
• Copying an Action
• Using Action Groups
• Using Sublist Action Groups
• Scheduling an Action
• Workflow Actions Overview

General Notices