ANS-1426 · CUSTOM FIELDS, RECORDS & FORMS

How to Access the ‘entitystatus’ Field in NetSuite Workflows for Sales Records

Learn how to reference the 'entitystatus' field, which reflects the company's sales status list, within NetSuite workflows for various sales-related transactions.

Short answer

To access the 'entitystatus' field in NetSuite workflows for records such as Proposals, Estimates, Quotes, and Opportunities, use the field title 'Opportunity/Estimate Status'. This field dynamically populates based on your company's configured sales status list, ensuring accurate status tracking within your automated processes.

Scenario

NetSuite users often need to reference the 'entitystatus' field within workflows to automate processes related to sales records such as Proposals, Estimates, Quotes, and Opportunities. Identifying the correct field title to access this specific internal ID can be challenging, as its value is populated based on the company's sales status list.

Solution

The 'entitystatus' field, which tracks the status for Proposals, Estimates, Quotes, and Opportunities, can be accessed in a NetSuite workflow. This field's value is populated based on the company's configured sales status list. To reference it within a workflow, use the following field title:Opportunity/Estimate Status

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