NetSuite Workflows Full Guide

In this video, I dive in to NetSuite Workflows including how to set up a Single State Workflow as well as a Multi-State Approval Workflow. The is the most comprehensive video on Workflows available online.
If you're interested in more detailed lessons on Workflows, check out my Administrators Course at:
supertraining....
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Video Chapters:
Intro - 00:00
Workflows Explained - 00:11
Creating a Workflow - 01:09
Workflow Orientation - 08:00
Single State Workflow - 09:30
Creating an Action - 10:18
Testing the Workflow - 21:00
Support the Channel - 21:55
Creating a Multi State Workflow - 22:55
Approval Workflow - 25:15
Testing the Approval Workflow - 36:50
Outro - 39:00

[@natitafl]

Hi Cris, Very useful video. Thank you!

[@SuperSuiteCris]

You're welcome Natita!

[@mariospanayiotoun]

I am a NetSuite beginner administrator. Your videos are very detailed and useful. I really like them. Thank you for your hard work in making them.

[@SuperSuiteCris]

You're very welcome, happy to help.

[@user-vf2vu9xh4g]

I am a NetSuite beginner. Your videos are very detailed and useful. I really like them. Thank you for your hard work in making them.

[@SuperSuiteCris]

Thanks so much for the feedback. I’m always happy to help orient new users!

[@AbdurRaheem-p4i]

Best NetSuite Training Content!!!!!!

[@SuperSuiteCris]

Thanks!

[@MS-yd4oj]

I've commented on another one of your videos, and your videos are by far the most informative and easily understood of all the help videos I've encountered. The fact that you've created an entire library of them, covering most topics, really is appreciated. If you happen to have a video explaining how workflows work in conjunction with Saved Searches, please let me know! 🙂

[@SuperSuiteCris]

Thanks a lot for the feedback, I really appreciate that. Workflows with Saved Searches, interesting, I'll see what I can do!

[@jefflullo6599]

Hi Cris, SuperSuite is an amazing tool for learning NetSuite. Your presentation format is perfect too. Please keep this channel going!

[@SuperSuiteCris]

Thanks Jeff!

[@user-ir1iy2iu2h]

Good trainer. The most detailed I have come across.

[@SuperSuiteCris]

Thanks!

[@renewashington7615]

I was looking for tutorials for NetSuite and I have to say that your teaching is done very well. Great job!

[@SuperSuiteCris]

Thanks Rene, I'm glad it's helping!

[@aniketchaudhari3393]

You are explain very well it is very easy to understand but you explained more videos related workflows so this this also benificial for us.

[@SuperSuiteCris]

I'm glad you find the videos helpful!

[@untoldStoryOfIndia]

Thank you so much for valuable video...explain very well and easy manner.

[@SuperSuiteCris]

Happy to help!

[@amit41188]

Your videos are amazing and well explained.

[@SuperSuiteCris]

Thanks Amit!

[@user-jg1lj8cz7n]

this was so helpful! thank you

[@SuperSuiteCris]

You're very welcome, happy to help!

[@ishmaeladotey4969]

Best video's on NetSuite ever!

[@SuperSuiteCris]

Haha thanks alot Ishmael!

[@SuperSuiteCris]

Nearly 500 views and no comments yet?! Come on guys, throw me a bone here! Ask me anything!

[@harrychhina8336]

I agree. After such a detailed and excellent series of vedios on Netsuite I too am surprised with so few comments. May be the community of user is small. Anyways, just wanted to say that your precise yet comprehensive explanantions are just awesome and super helpful. Beats the original NetSuite videos by a mile. Thankyou

[@SuperSuiteCris]

Thank you so much Harry! I hope I can continue to be helpful!

[@jefflullo6599]

Hi Cris, Can you please make a video on the NetSuite Advanced Manufacturing module soon? Thank you!

[@SuperSuiteCris]

I'll probably do a course on that at some point. So not soon...but soon enough.

[@syafiqammar8004]

I am your 995 subscribers kudos to your videos I can learn about Netsuite 👍🏻

[@SuperSuiteCris]

Haha, thanks so much!

[@donaldf266]

great video again Cris! just wondering what would be a use case to "lock" a record (instead of keeping it "open") upon Rejection. Cheers.

[@SuperSuiteCris]

Hi Donald. If you wanted a rejected Purchase order to get locked off and not have it tampered with after the fact, you might want to do that.

[@ashwinjuwekar2841]

Pl upload a video on "Workflow Action Script" , your videos are useful.

[@SuperSuiteCris]

Thanks Ash. I have a Developer I'm helping to make a full NetSuite Developer's Course, hopefully you see it soon!

[@lacyannlukert9607]

Do you have a video on doing a workflow to autofill a field with the names of which user is doing the transaction?

[@SuperSuiteCris]

Hi Lacy. I don't have a video on that exact example, but I did a video that shows a technique that can be easily extrapolated to your purpose: kzbin.info/www/bejne/gIXWhY2mhNGgftE

[@mountainlandandhomes]

Very easy to understand! Great explanations! I am new to NetSuite so I find your videos very helpful! Do you have a video on bill capture with several invoices? Thanks :)

[@SuperSuiteCris]

You're very welcome, I'm glad the videos are helpful! Coincidentally, I just filmed a video on A/R and billing a couple days ago. The downside is that lesson is part of a course that won't be released for several weeks. But if you subscribe, you'll definitely see it when it comes out!

[@Liz-vv3ux]

@@SuperSuiteCris i just subscribed and cant wait to see the bill capture lesson, and also want to know the netsuite deployment with a brief full life cycle video

[@SuperSuiteCris]

Hi Liz, sounds good I'll add NetSuite Deployment to the queue!

[@matt_sellers]

Would love a video on how to create a workflow that automatically sends new invoices to customers when the invoice is created! Maybe that’s just me though!

[@SuperSuiteCris]

That is actually a phenomenal idea! I could make a whole series of videos that are super short and show how to make specific workflows. Ok, give me a little time to wrap up some projects and I'll totally do that. Thanks Matt!

[@smitharajan8182]

Can you do video regarding kpi scorecard

[@SuperSuiteCris]

I actually did one recently where I cover KPI scorecards. It's in my SuiteFoundation course (the video on the Home Dashboard). Is that sufficient or are you looking for more?

[@creator1979]

Question, Can the logs be place outside of the system in order to minimize performance issues? maybe point the log file to a folder?

[@SuperSuiteCris]

Theoretically you could customize the system to do that, however, I don't know how much better it would be for performance. A better recommendation is only run the logs until you know the workflow is running appropriately in all foreseeable circumstances.

[@creator1979]

@@SuperSuiteCristhanks for the prompt response, appreciate it. I am looking for a high level Administrator video. I’ve been administering Netsuite alongside 3 other ERPs and over a dozen others (HRIS, LMS, Legal CRM, etc) so I can’t say I master any of them (NAV 09,13, BC, GreatPlains, and Netsuite) I am applying to a role where I’ll be mainly focusing on Netsuite and other non-ERPs systems… any video that can give me very high level of the main administrative tasks (roles, permissions, custom objects, scripting, workflows, reports, and dashboards) TIA

[@SuperSuiteCris]

You're welcome. Sounds like you're pretty deep into it, I don't know that a single "high level" video is going to be of much use to you. I mean your sentence describing the main responsibilities of an Admin (roles, customizations, workflows, etc) is basically the high level overview. If you want some more information on each tool, I have videos on KZbin for literally every topic you brought up. I know it takes time to watch hours of content, but unfortunately, it takes most people years to get proficient with NetSuite. Good luck!

[@accountant110]

You have awesome videos, was just curious is your original background in accounting or audit? Thanks

[@SuperSuiteCris]

Thanks a lot man. Background is in accounting.