ANS-1068 · SUITESCRIPT DEVELOPMENT

Is a ‘Delete’ Action Available for Records in NetSuite Workflows?

Understand the limitations of NetSuite workflows regarding direct record deletion and explore alternative approaches.

Short answer

NetSuite workflows do not natively include a 'Delete' action for records. While workflows can automate many processes, direct record deletion is not one of them. Users typically need to rely on scripting or manual processes for deleting records, as workflows are designed for modifying or creating records, not removing them.

Scenario

Users often seek to automate the deletion of NetSuite records based on specific criteria using workflows. They expect to find a 'Delete' action similar to 'Set Field Value' or 'Create Record' within the workflow action types. However, this functionality is not directly available, leading to confusion about how to achieve record removal through automation.

Solution

NetSuite workflows are designed to automate business processes by creating, updating, or transforming records, but they do not offer a direct 'Delete' action. This means that records cannot be removed from the system directly through a workflow. To achieve record deletion, alternative methods must be employed:

  1. SuiteScript

    For automated deletion based on complex logic or specific triggers, SuiteScript (client scripts, user event scripts, or scheduled scripts) is the recommended approach. Scripts can programmatically load and delete records.

  2. Manual Deletion

    Records can be deleted manually by users with appropriate permissions directly from the record page or through bulk deletion tools if available for specific record types.

  3. Marking as Inactive/Obsolete

    Instead of outright deletion, consider marking records as inactive or obsolete if the goal is to prevent their use without permanently removing historical data. This can often be automated via workflow 'Set Field Value' actions.

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