ANS-0684 · CUSTOM FIELDS, RECORDS & FORMS

How to Make the Workflow Tab Visible on a NetSuite Custom Record Form?

Learn how to configure custom record forms to display the Workflow subtab, enabling easier access to associated workflow instances.

Short answer

To make the Workflow tab visible on a NetSuite custom record form, navigate to the form's customization settings. Under the Forms subtab, edit the form and enable the 'Workflow sublists' option. This action will display the Workflow tab for the custom record.

Scenario

Users may encounter situations where the 'Workflow' tab, which displays associated workflow instances, is not visible on a NetSuite custom record. This prevents direct access to workflow details from the record itself, requiring users to navigate elsewhere to view or manage workflows.

Solution

  1. Access the custom record. This can be done by navigating to the record directly, or by using a direct URL similar to the following structure:n

nhttps://system.na1.netsuite.com/app/common/custom/custrecord.nl?idCHANGE_ID&eTn

When using a direct URL, ensure to replace "CHANGE_ID" with the actual internal ID of the custom record. Note that specific URL parameters like &eT may vary depending on the NetSuite environment or specific editing context.n

  1. Under the Forms subtab, locate and customize or edit the specific custom record form that is currently in use.n

  2. Within the form customization settings, enable the 'Workflow sublists' option. This action will make the Workflow tab visible on the custom record.

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