Creating a Sublist Action Group

To create a sublist action group:

1. Open in edit mode the existing workflow that contains the state where you want to create a sublist action group.

   See Viewing Existing Workflows and Workflow Manager Interface View and Edit Modes.

2. In the diagrammer, select the state and click the Edit icon on the State tab in the context panel.

3. Click New Sublist Group. The Sublist Action Group window appears with the Type field set to Sublist Action Group.

4. In the Workflow Action Group window, enter the following properties for the action group:

   Property	Description	Required
   Insert Before	Where the action group appears in the current list. Actions with the same trigger type run in the order they appear on the Actions subtab for the state or for action group. Use this field to reorder actions in the group. See Reordering Actions.	No
   Trigger On	Trigger type for this group. This property is required. You can't use sublist action groups on client triggers, only on server triggers. For more information, see Workflow Triggers and Triggers Reference. Note: If you change the trigger type for the action group, you get an error if any actions in the group aren't compatible with the new trigger type.	Yes
   Event Types	The activity that created, viewed, or updated the record. The actions of the action group run only if this happens. For example, you can limit the action to run only if a record is copied. You can select multiple event types. For more information, see Workflow Event Types and Event Types Reference.	No
   Contexts	The NetSuite feature used to create, view, or update the record. The workflow instance starts only if the context is met. For example, you can initiate the workflow instance only when the record for the workflow is created by a web service. For more information, see Execution Contexts and Execution Context Types.	No

5. To make the group inactive, check the Inactive box. The next time the workflow runs, the actions in the group don't run. Inactive sublist action groups are dimmed in the context panel.

6. To enter a condition for the action group, use the Condition Builder or Formula Builder.

   The group runs only if the condition criteria are met. Use a condition to limit when group actions runs, for example, only for a specific user. For more information, see Working with Conditions.

   Be aware that sublist action group’s condition can use only record body fields. However,the actions within the sublist action group can use both record body and sublist fields.

7. (Optional) Select a saved search as a condition for action group execution. The actions in the group run if the current record in the workflow is found by the saved search.

   The saved search record type must be the same as the base record type for the workflow to appear in the dropdown list. For more information, see Executing an Action with a Saved Search Condition.

8. In the Parameters section of the Sublist Action Group window, the Items sublist is selected in the Sublist dropdown list.

9. (Optional) Enter a schedule. The actions in the group run on the schedule you set, after the record enters the workflow state. For more information, see Scheduling an Action.

10. Click Save. The new group appears in the action list for the state on the Actions subtab. You can also view it on the State tab in the context panel. For details, see Workflow Context Panel.

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