ANS-0512 · CUSTOM FIELDS, RECORDS & FORMS
Why Are NetSuite Workflow Schedule Transitions Not Triggering?
Learn how to troubleshoot and resolve common issues with NetSuite workflow schedule transitions failing to advance records, ensuring timely approvals.
Short answer
NetSuite workflow schedule transitions can fail to trigger, leaving transactions stuck. To resolve this, create a saved search criteria that mimics the schedule action using a formula like `FLOOR(({today} - {workflow.dateenteredstate}) * 24)`. Then, add a second workflow transition that leverages this saved search as its criteria to exit the desired state, ensuring transactions advance as intended.
Scenario
NetSuite users may encounter situations where a significant number of transactions enter an approval workflow but fail to progress. The scheduled transitions within the workflow do not trigger as expected, preventing state changes. Consequently, transactions remain indefinitely in their current state, hindering business processes.
Solution
To resolve issues with schedule transitions not triggering in a NetSuite workflow, implement the following steps:
Create a saved search criteria that mimics the intended schedule action. This can be achieved by leveraging a formula (numeric) similar to:
FLOOR(({today} - {workflow.dateenteredstate}) * 24)Add a second transition to the workflow. Configure this transition to use the saved search created in step 1 as its criteria to exit the desired state.
Expert NetSuite Support
Need help with this NetSuite issue?
Custom Fields, Records & Forms consulting and configuration support