User-Triggered Workflow Actions
Custom button workflows add a button to a NetSuite form. When the user clicks it, the workflow runs—ideal for "Request Approval," "Convert to Order," or "Send for Review" actions that should be explicit user choices.
Step 1: Create a User Event Workflow
Create a workflow with trigger type "User Event." This makes the workflow available as a button or link on the record. Set the record type and optionally restrict by form or role.
Step 2: Add the Button
In the workflow, add a "Create Redirect" or use the built-in button option. The button appears on the record form. Configure the label (e.g., "Request Approval") and optionally add a confirmation message.
Step 3: Define the Workflow Actions
When the button is clicked, the workflow executes. Add actions: initiate approval, set status, send email, create a task. Use conditions to handle different states (e.g., only show "Approve" if status is Pending).
Best Practices
- Use buttons for actions that require explicit user intent
- Hide or disable the button when the action is not applicable
- Provide feedback after the action completes
YRK Consulting helps design custom buttons and user-triggered workflows.