Using Buttons for Navigation

To use a button for navigation, use a button to transition from a first state to a second state that contains a Go To Page or Go To Record action. The Go To Page or Go To Record action redirects the user from the current record in the workflow to another page, list, or record. The destination depends on the type of action used in the second state.

Use the following example to create a workflow with two states, State 1 and State 2. A transition in State 1 executes and transitions to State 2 from a button added with the Add Button action. A Go To Record action in State 2 redirects the user to a new Customer Deposit record.

To create and use a button for navigation:

1. Create a workflow with the following properties:

   Property	Value
   Record Type	Transaction
   Sub Types	Sales Order
   Initiation	Event Based
   On Create	checked
   On Update	checked
   Trigger Type	Before Record Load

   For more information, see Creating a Workflow.

   Note:

   Use the Before Record Load trigger because of the Add Button action to add a button in this state. See Before Record Load Trigger and Add Button Action.

2. Save the workflow definition.

3. In the diagrammer, click New State twice to create two states: State 1 and State 2.

4. Select State 1 in the diagrammer, click New Action in the context panel, and create an action with the following properties:

   Property	Value
   New Action window	Add Button
   Trigger On	Before Record Load
   Label (under Parameters)	Create Deposit

5. Click Save.

6. Select State 2 in the diagrammer, click New Action in the context panel, and create an action with the following properties:

   Property	Value
   New Action window	Go To Record
   Trigger On	Entry
   Record Type (under Parameters)	Customer Deposit

   Note:

   Since the Customer Deposit record does not yet exist, the Go To Record action creates it. See Go To Record Action.

7. On the Go To Record action, under Parameters, enter each of the following fields and click Add:

   Field	Value Field
   Customer (Payments and Deposits)	Customer
   Memo	‘From SO# ‘||{tranid}

   

8. Click Save.

9. In the diagrammer, hover over the bottom of the State 1. The cursor becomes a filled half-circle.

   Drag the icon to State 2 and release the mouse to create the transition.

10. Select the transition in the diagrammer and click the Edit icon on the Transition tab in the context panel.

11. In the Workflow Transition window, leave the Trigger On field blank and choose Create Deposit in the Button dropdown list. Click Save.

To test this workflow, create and save a new sales order. On the sales order, click the Create Deposit button to create a deposit record associated with the customer for the sales order. NetSuite creates the deposit record and redirects the user to the new record.

Related Topics

• Action Examples
• Add Button Action
• Go To Page Action
• Go To Record Action
• Workflow Actions
• Working with Actions
• Workflow Actions Overview

General Notices