ANS-0685 · CUSTOM FIELDS, RECORDS & FORMS
How to Mass Update Transaction Forms in NetSuite Using SuiteFlow and CSV Import?
Learn how to efficiently change the custom transaction form for multiple records by combining a simple SuiteFlow workflow with a CSV import.
Short answer
To mass update transaction forms in NetSuite, create a SuiteFlow workflow with a 'Set Field Value' action to statically assign the desired custom form, triggering it 'Before Record Submit'. Then, perform a CSV update, mapping the internal IDs of the transactions. Ensure the 'Trigger Workflows' checkbox is enabled in your CSV import preferences to activate the SuiteFlow during the import process.
Scenario
NetSuite users often need to update the custom transaction form associated with multiple existing records, such as bills, simultaneously. Manually editing each record is time-consuming and inefficient for large datasets. A method is required to automate this process, ensuring that the correct custom form is applied across all relevant transactions.
Solution
To perform a mass update of transaction forms in NetSuite, follow these steps:
Create a simple SuiteFlow workflow. Configure a 'Set Field Value' action within this workflow to statically set the 'Custom Form' field to your desired custom form. Ensure the workflow is triggered 'Before Record Submit'.
Prepare a CSV file containing the internal IDs of the transactions you wish to update. This file will be used for the CSV update.
Perform a CSV update in NetSuite. During the import process, map the internal IDs from your CSV file to the corresponding NetSuite field.
In your CSV import preferences, locate and mark the checkbox to ensure that the SuiteFlow workflow will be triggered during the import. This step is crucial for the workflow to apply the custom form change to each imported record.
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