Editing an Action

Edit an existing action to change action properties and action conditions. Edit an action, for example, during workflow testing and troubleshooting or after you move or copy the action from another state.

To edit an action:

1. If you have not already done so, open the existing workflow that contains the action that you want to edit.

   See Viewing Existing Workflows and Workflow Searches.

2. Select the state in the diagrammer, hover over the action in the context panel, and click the Edit icon.

3. Edit any of the following basic properties. The properties that appear depend on the type of action.

   Property	Description
   State	Name of the state where you want to include the action. This field defaults to the current state. You can use this property to create the action in another state or move the action to another state. For more information, see Moving an Action.
   Script ID	Optional script ID for the action. This value must be lowercase. It cannot include spaces or exceed 26 characters. NetSuite prepends workflowaction to the value of this field. 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 Step 5 below.
   Insert Before	Location in the current list of actions for a state in which to insert the action. Actions for the same trigger type execute in the order in which they appear on the Actions subtab for the state. Use this field to reorder actions in a state. See Reordering Actions.
   Trigger On	Type of trigger on which to execute this action. This property is required. For more information, see Workflow Triggers and Triggers Reference.
   Event Types	The activity that resulted in the record being created, viewed, or updated. The workflow instance initiates only if the event occurred. For example, you can limit the action to execute only if a record was copied. For more information, see Workflow Event Types and Event Types Reference.
   Contexts	The NetSuite functionality or feature used to create, view, or update the record. The workflow instance initiates only if the context occurred. For example, you can limit the workflow instance initiation to 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	Field or fields that, if changed, will affect another field. Displays record fields that can be edited. This property only 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.

4. To make the state inactive, enable the Inactive property. The action does not execute again, even for currently active workflow instances.

5. To change the script ID, click Change ID.

   

   In the Change Script ID window, enter a new script ID. You can prepend an underscore (_) for readability.

   

   Click Save.

6. To edit any condition, see Working with Conditions.

7. To edit the saved search, select a new saved search. To appear in the dropdown list, the saved search record type must be the same as the base record type for the workflow. See Executing an Action with a Saved Search Condition.

8. Under Parameters, edit the properties for the type of action. See Workflow Actions Overview.

9. Click Save.

Related Topics

• Working with Actions
• Creating 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