ANS-0061 · SAVED SEARCHES & FORMULAS
How to Identify Records Running Duplicate NetSuite Workflows?
Utilize a NetSuite saved search with a CASE WHEN formula to pinpoint transactions exclusively associated with a duplicate workflow.
Short answer
To identify records exclusively running a duplicate workflow, create a saved search on the relevant record type. Use a formula numeric column with CASE {workflow.workflow} WHEN '*[original workflow name]*' THEN 1 WHEN ' *[duplicate workflow name]* ' THEN 2 ELSE 0 END. Group by record internal ID, sum the formula, and apply a summary condition where the sum equals 2.
Scenario
When a duplicate workflow has been created and approved, it becomes necessary to identify any records that are exclusively associated with the duplicate workflow. This identification is crucial before inactivating the duplicate to ensure no records are left without the intended workflow processing.
Solution
To identify records running only a duplicate workflow, a saved search can be configured on the record type the workflow executes on (e.g., transactions). A formula numeric column should be added with the following CASE WHEN formula to assign values based on the workflow: CASE {workflow.workflow} WHEN '*[original workflow name]*' THEN 1 WHEN ' *[duplicate workflow name]* ' THEN 2 ELSE 0 END. For this formula to function correctly, the duplicate workflow's name must be updated to clearly indicate its status as a duplicate. In the saved search, group the results by the record's internal ID and sum the formula column. Records exclusively associated with the original workflow will yield a sum of
Records exclusively associated with the duplicate workflow will yield a sum of
Records associated with both workflows will also yield a sum of
To specifically identify transactions that are only in the duplicate workflow, create a summary condition where the sum of the formula equals
This method is also applicable for other scenarios requiring the identification of records based on specific combinations of two active workflows.
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