⚙️ NetSuite Workflows Explained | How to Automate Processes with SuiteFlow (Step-by-Step Tutorial)
In this video, Cris breaks down everything you need to know about Workflows in NetSuite — one of the most powerful tools for automating business processes without any coding. You’ll learn what a NetSuite workflow is, how it differs from SuiteScript, and how to build a real-world example step by step.
Whether you’re an administrator, consultant, or brand-new NetSuite user, this guide will teach you how to create, configure, and trigger workflows to save time and streamline your operations.
🧭 What You’ll Learn
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What a workflow is and how it works in NetSuite ERP
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Difference between Workflows and SuiteScript (no coding required!)
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How to create your first NetSuite workflow from scratch
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Setting up workflow triggers, states, and actions
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Understanding single-state vs multi-state workflows
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Using Set Field Value actions to auto-populate fields
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Example: Automatically setting a customer’s preferred payment method on sales orders
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Workflow logs, admin permissions, and event-based triggers explained
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Common workflow pitfalls and how to avoid them
💡 Key Topics Covered
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NetSuite Workflow Automation (SuiteFlow)
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Record Types and workflow associations (transactions, entities, etc.)
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Event Triggers: On Create, On Update, Before Record Load
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Actions: Set Field Value, Add Button, Lock Record, and more
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Workflow Builder Orientation (states, transitions, actions)
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Logging and Troubleshooting Workflows
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Release Status and Execution as Admin options
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Scheduling vs. Event-Based Workflows
🎯 Perfect For
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NetSuite beginners learning automation tools
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ERP administrators and consultants implementing workflows
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Business analysts looking to improve process efficiency
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Developers exploring SuiteFlow vs SuiteScript capabilities
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Anyone wanting to automate NetSuite processes without code
