ANS-1503 · CUSTOM FIELDS, RECORDS & FORMS
How to Trigger a NetSuite Workflow When Using the ‘Make Copy’ Function?
Configure NetSuite workflow triggers to activate on copied transaction records, ensuring consistent automation.
Short answer
To apply an active workflow when using the 'Make Copy' function on a NetSuite transaction, ensure that the workflow's Trigger Type settings do not have any specific event types selected. This configuration allows the workflow to consider all events, including the 'Make Copy' action, for activation.
Scenario
Users often encounter situations where an active NetSuite workflow fails to trigger when a transaction record is duplicated using the 'Make Copy' function. This can lead to inconsistencies in automated processes that rely on these workflows. The challenge is to ensure that workflows are initiated even when records are created via duplication rather than standard entry.
Solution
The key to ensuring a NetSuite workflow triggers when the 'Make Copy' function is used lies in its Trigger Type configuration. Instead of selecting specific event types, the workflow should be configured to consider all possible events. To achieve this:
Navigate to the Workflow definition in NetSuite.
Locate the 'Trigger Type' field within the workflow settings.
Ensure that no specific event types are selected in the multi-select field. When no event types are explicitly chosen, NetSuite workflows are designed to activate on all available events, including the 'Make Copy' operation for transaction records.
Expert NetSuite Support
Need help with this NetSuite issue?
Custom Fields, Records & Forms consulting and configuration support