Workflow Actions Overview

Actions are specific tasks that you add to a workflow’s state. When a record enters a state, the workflow executes the actions as configured. You can use actions in workflows to change record fields and their values, add or remove buttons from a record form, create new records, send email, and more.

Action	Description	More Information
Add Button	Add a button to a record form.	Add Button Action.
Confirm	Display a popup message with OK and Cancel buttons.	Confirm Action.
Create Record	Create a new record.	Create Record Action.
Go To Page	Redirect users from a record in a workflow to a specified page in NetSuite.	Go To Page Action.
Go To Record	Redirect users to a specific record in NetSuite.	Go To Record Action.
Initiate Workflow	Initiate another workflow instance from the current workflow instance.	Initiate Workflow Action.
Lock Record	Lock the record for the workflow instance.	Lock Record Action.
Remove Button	Remove a button from a record form.	Remove Button Action.
Return User Error	Display an error message to users.	Return User Error Action.
Send Campaign Email	Send an email as part of a marketing initiative.	Send Campaign Email Action.
Send Email	Send an email.	Send Email Action.
Set Field Display Label	Change the UI label of a field in a workflow or sublist.	Set Field Display Label Action.
Set Field Display Type	Change the display type of a field.	Set Field Display Type Action.
Set Field Required	Set whether a record form field is mandatory or not.	Set Field Required Action.
Set Field Value	Set the value of a record field.	Set Field Value Action.
Show Message	Display a message to the user.	Show Message Action.
Subscribe To Record	Track a workflow or state field that contains a reference to a record.	Subscribe To Record Action.
Transform Record	Transform a transaction record instance of one type into a transaction record instance of another type.	Transform Record Action.
Custom	Define an action with a Workflow action script.	Custom Action.

Action

Description

More Information

Add Button

Add a button to a record form.

Add Button Action.

Confirm

Display a popup message with OK and Cancel buttons.

Confirm Action.

Create Record

Create a new record.

Create Record Action.