Transform Record Action
Use the Transform Record action to transform the data on a transaction record into another transaction record type. When the action executes, a new instance of the target record type is created. You can create workflows that processes transaction by transforming them into the next record type in a transaction record life cycle. For example, you can create a workflow to process sales orders and create invoices based on the appropriate date range, amounts, or other criteria.
Use the Transform Record action to transform the following types of records:
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Assembly Build Cash Sale Estimate Invoice Opportunity Purchase Order |
Return Authorization Sales Order Vendor Bill Vendor Return Authorization Work Order |
When you transform a record, the base record type for the workflow does not change. For example, if you transform an Estimate into a Purchase Order, the record in the workflow is still an Estimate. You can use the Go To Record action to send the user to the newly created record, or create another workflow that uses a Transaction and Purchase Order as the base record type and sub type.
The functionality of the Transform Record action is the same as the SuiteScript 2.x method – record.transform(options).
Workflow definitions require a trigger configuration that initiates the workflow, executes an action within a workflow or transitions the workflow from one state to another.
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For more information about which workflow triggers the Transform Record action supports, see Workflow Triggers Quick Reference.
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To understand when different workflow triggers execute and which trigger you should use, see Workflow Triggers and the SuiteFlow Trigger Execution Model.
Transform Record Action Parameters
The following table describes the Transform Record action parameters:
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Parameter |
Description |
|---|---|
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Record Type |
Type of record to create by transforming the data in the current record for the workflow. The list of properties in the Field column changes depending on the type of record. Only supported record types for the current record in the workflow appear. |
|
Store Result In |
Workflow field or state field in which to store a reference to the created record. Create the field before configuring the Transform Record action. Use this field to subscribe to a created record with the Subscribe To Record action. See Creating and Subscribing to a Record. |
|
Redirect without saving |
Select to permit the user to edit the transaction before saving. |
|
Field |
Field values to populate when creating the new record instance of the selected Record Type. For each field, select the field name, set the appropriate properties in the corresponding columns, and click Add. The list of properties in the Field column changes depending on the selected Record Type. For more information, see Setting Field Values in Action Definitions. |
For more information about adding actions to a workflow, including common action properties and conditions, see Action Conditions and Creating an Action.
Transform Record Action Guidelines
Use the following guidelines when working with the Transform Record action.
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The Transform Record action does not appear on the New Action window if you cannot transform the base record type for the workflow.
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The Transform Record action is not available on a Before Record Submit or After Record Submit trigger for a time entry record.
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If the Intercompany Cross-Subsidiary Fulfillment feature is enabled in your account, Inventory Location may become a required transformation parameter. If possible, use SuiteScript to transform Sales Orders to Item Fulfillments if the Intercompany Cross-Subsidiary Fulfillment feature is enabled in your account. SuiteScript will let you pass the inventorylocation transformation parameter. If SuiteScript is not an option and a workflow must be used, set Allow Cross Subsidiary Transaction to F and Inventory Location to blank for future transactions.