📝 Appendix B: Hands-On Exercises

Complete collection of all course exercises with step-by-step instructions and solutions.

📥 Student Workbook

All exercises in this appendix are extracted from the official NetSuite Student Workbook. For the most current version with full screenshots and detailed instructions, refer to your downloaded Student Workbook PDF.

Module 0: Course Introduction

Exercise 1: Enabling SuiteFlow

Objective: Verify SuiteFlow feature is enabled in your training account

  1. Navigate to: Setup > Company > Enable Features
  2. Select the SuiteCloud subtab
  3. Locate the SuiteFlow section
  4. Verify that SUITEFLOW is checked
  5. Click Save (if necessary)

Exercise 2: Adjusting User Preferences

Objective: Configure essential user preferences for workflow development

  1. Navigate to: Home > Set Preferences
  2. On the General subtab, configure:
    • Time Zone: Set to your local time zone
    • Date Format: Choose your preferred format
    • Show Internal IDs: ✓ Check this box (CRITICAL!)
  3. On the Analytics subtab:
    • Check Show List When Only One Result
  4. Click Save

Module 1: SuiteFlow Overview

Exercise 1: Inspect the Custom Furniture Request Record

Objective: Explore the custom record type used throughout the course

  1. Navigate to: Customization > List, Records, & Fields > Record Types
  2. Click on the Furniture Request link
  3. Review the record structure:
    • Standard and custom fields
    • Field types and configurations
    • Required fields and validations

Exercise 2: Create a New Furniture Request Record

Objective: Create a test record to understand the data model

  1. Navigate to: Lists > Custom > Furniture Request > New
  2. Enter test data for all fields
  3. Save the record
  4. Note the record ID and field behaviors

Exercise 3: Create a Simple Workflow

Objective: Build your first workflow with a Show Message action

  1. Navigate to: Customization > Workflow > Workflows > New Workflow
  2. Enter workflow details:
    • Name: "My First Workflow"
    • ID: "wf_my_first"
    • Record Type: Furniture Request
    • Initiate On: Create
    • Release Status: Testing
    • Enable Logging: Checked
  3. Rename default state to "Data Entry"
  4. Add a Show Message action with your welcome message
  5. Test by creating a new Furniture Request record

✅ Exercise Solutions

Solution workflows are pre-loaded in your training account. Filter by "Furniture Request SOLUTION" to view them. Remember: most solution workflows need to be enabled before they'll execute!

Additional exercises for modules 2-11 are available in your Student Workbook PDF. This appendix provides a quick reference format for the most essential exercises.

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