Netsuite Workflow Overview

Netsuite Workflow or Suiteflow is a relatively new tool from the company which can help you automate the way this application behaves. Earlier, administrators had to use SuiteScript to provide automation in Netsuite. Workflow can give you an appropriate way to set up complicated workflows with a graphical interface.

This can allow you to set up various workflows for different activities, like subscription updates. Workflow can also allow users establish reminders, customer notifications, tasks and sales processes (follow up tasks, mandatory data entry, rep notifications) and customer support processes (inactivity reminders, service level agreement enforcement and escalations).

The new graphical interface can easily automate almost every process. Another excellent feature while building a workflow is the Release Status field. This is visible on the Workflow Definition Page. With this Netsuite Workflow feature, you can define whether you want workflow to run in released mode, testing mode or not run.

When a workflow is just in testing mode, it will only run when the workflow owner allows it to run. In such cases, there won’t be any interruptions. A user can even use the Execution Log to notice certain actions and transitions which can or can not be executed during the run of the workflow.

Some of the key benefits of NetSuite Workflow are below:

Boost System Performance

Suiteflow has been popular for context multi-select feature. It can be used to stipulate different conditions under which the user should execute an action. For example, if the user creates a customer record, workflow used to perform this action may also print the copy for the sale rep’s files or send an email to the sales rep.

On the other hand, if the user is importing a batch containing over 100,000 customer records with a CSV import tool, he may not want the workflow to generate an email or print copies. With context multi-select from workflow, you can easily stipulate appropriate conditions under which certain actions need to be taken. It allows unnecessary workload on the network and servers.

Save Time

Workflow condition builder can be very useful in making individual workflows very useful in multiple situations. For example, instead of constructing many different workflows for submission of expense reports to various department heads, only one workflow can be used with multi-select conditions. The workflow would automatically choose the right approve on the basis of department or some other criteria.

Faster Troubleshooting

The logging tool includes more details like action parameters, events triggered, results of condition evaluations and more. Even when you’ve disabled logging, the errors will still be logged to provide extensive information on workflow execution. Both developers and business analysts troubleshoot with log viewer.

Build Reusable Workflows

With Netsuite Workflow, users can easily create individual workflows which can be reused whenever required. In other words, you can also avoid creating one huge workflow with many duplicate processes. This tool also makes sure workflow components can be matched and mixed. Therefore, a single workflow component can be easily used by various other record types and workflow actions.

In order to make processes more efficient and productive, Netsuite Workflow can be one of the best tools for a business organization.

Brooke Nelson is the Lead Author & Editor of NetSweets. With more than 20,000 customers, NetSuite is a fascinating platform! It is the major player in ERP, CRM, and ecommerce.