Using Custom Segments in Workflows

If appropriate, you can reference custom segments when working with workflows. You can do either of the following:

• Refer to custom segments when they appear as fields on other record types. For example, you can configure a segment field to default to a particular value. For details, see Custom Segments as Fields.

• Use workflows to manage the records that represent custom segment values. For details, see Records that Represent Custom Segment Values.

Related Topics

• Custom Segments
• Benefits of Custom Segments
• Custom Segments Overview
• Permissions for Managing Custom Segments and Values
• Custom Segment Creation
• Editing Custom Segments
• Custom Segment Values
• Using the Script ID to Access Custom Segment Body, Line, and Filter By Fields
• Custom Segments in Record Searches
• Customizing a Report by Using Custom Segments
• SuiteScript and Custom Segments
• SOAP Web Services and Custom Segments
• CSV Import and Custom Segments

General Notices