Creating a Workflow from a Workflow Template

Use workflow templates as a starting point to create customized workflows to define typical or common business processes. To create a workflow from a template, select the template and then edit the workflow definition properties, states, actions, and transitions to customize the workflow according to your business needs.

Important:

This procedure assumes you are familiar with the elements of a workflow. For more information about each of the workflow elements, see Workflow Elements. For more information about workflow templates, see Workflow Templates Reference.

To create a workflow from a template:

1. In NetSuite, go to Customization > Workflow > Workflows > New.

2. Click From Template.

3. Click Select for one of the following workflow template types:

   • Journal Entry Basic Approval Template

   • Purchase Order Basic Approval Template

   • Sales Order Basic Approval Template

   • Lead Nurturing Template

NetSuite creates the workflow in the Workflow Manager. You can then edit the workflow definition properties, states, actions, and transitions.

For more information about editing a workflow after you create it from a template, see Editing a Workflow.

Note:

When you create a workflow from a template, the default value for the Release Status is Not Initiating. You must change the release status to Testing to test the workflow. See Release Status.

Related Topics

Working with Workflows

Creating a Workflow

Scheduling a Workflow

Viewing Existing Workflows

Editing a Workflow

Working with States

Working with Actions

Working with Transitions

Working with Conditions

Working with Custom Fields

General Notices