Using Custom Segments in Workflows
If appropriate, you can reference custom segments when working with workflows. You can do either of the following:
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Refer to custom segments when they appear as fields on other record types. For example, you can configure a segment field to default to a particular value. For details, see Custom Segments as Fields.
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Use workflows to manage the records that represent custom segment values. For details, see Records that Represent Custom Segment Values.
Related Topics
- Custom Segments
- Benefits of Custom Segments
- Custom Segments Overview
- Permissions for Managing Custom Segments and Values
- Custom Segment Creation
- Editing Custom Segments
- Custom Segment Values
- Using the Script ID to Access Custom Segment Body, Line, and Filter By Fields
- Custom Segments in Record Searches
- Customizing a Report by Using Custom Segments
- SuiteScript and Custom Segments
- SOAP Web Services and Custom Segments
- CSV Import and Custom Segments