Set Field Value Action

Use the Set Field Value action to set the value in a field in the workflow's base record type and sub types. Typically, this action is used to set the value of a field as a record enters a state.

Note:

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.

• For more information about which workflow triggers the Set Field Value action supports, see Workflow Triggers Quick Reference.

• To understand when different workflow triggers execute and which trigger you should use, see Workflow Triggers and the SuiteFlow Trigger Execution Model.

Set Field Value Action Parameters

The following table describes the Set Field Value action properties:

Property	Description
Field	Name of the field of the base record type and sub types of the workflow on which to set the value.
Static Value	Set a static value in the field. Use one of the following options: Text: Use for free form text fields. Enter the value in the Text field. Checked: Use with checkbox fields. Selection: Select a value or values from the Selection list. For multi-select fields, this option only applies for new records. See Set Field Value Action Guidelines.
Date	Select a date range when setting a value in a date field.
From Field	Sets, in the selected Field, the value of a different field from the current record, or from a different record using a join. Set the following options: Record (Join Field): The record from which you will pick the field to get the value to set. Field: The field from which to get the value to set.
Formula	Use the Formula Builder to create a formula used to derive the field value. For client triggers, use a JavaScript or SuiteScript formula. For server triggers, use an SQL formula. See Defining a Condition with Formulas.

Note:

For more information about adding actions to a workflow, including common action properties and conditions, see Action Conditions and Creating an Action.

Set Field Value Action Guidelines

Use the following guidelines when working with the Set Field Value action.

• You cannot use a Before Record Load trigger to set field values for existing records. Use a custom action to update fields on an existing record.

• The value you specify in a Set Field Value action on a Before Record Load trigger does not override a stored custom field or a field sourced from another record. To set this type of field, use a client trigger.

• Records must be in edit mode to enable you to set field values using the Set Field Value action.

• If you set the value of a multi-select field, the new values replace all the values in the target field.

• You cannot use the Set Field Value action to set the External ID of a record. External IDs are designed to be used as references in NetSuite. If setting the Internal ID is not sufficient for your business needs, you must create a custom field to set the External ID.

• To execute the action dynamically if the record meets certain conditions, see Using Conditional Fields with Actions.

Related Topics

Workflow Actions Overview

Creating an Action

Workflow Actions

Using Conditional Fields with Actions

Using Conditional Fields with Actions

General Notices