Building the Estimate Approval Routing Workflow
Create the workflow definition and define the basic workflow properties and the workflow initiation properties. The workflow initiates after a user saves a new Estimate record and before NetSuite saves the record data to the database.
To create the workflow definition and define when the workflow initiates:
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Go to Customization > Workflows > Workflow > New.
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On the New Workflow page, enter the following properties:
Section
Property Name
Value
Basic Information
Name
Estimate Approval Routing
Record Type
Transaction
Sub Types
Quote
Release Status
Testing
Keep Instance and History
Always
Initiation
Event Based
selected
Event Definition
On Create
checked
On View or Update
not checked
Trigger Type
Before Record Submit
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Click Save to save the workflow definition.
Next Step: To continue with the estimate approval workflow example, go to Creating States for the Estimate Approval Routing Workflow.