🚀 SuiteFlow: Workflow Fundamentals

Master Business Process Automation in NetSuite

Course Overview

Welcome to the comprehensive SuiteFlow Fundamentals Learning Hub. This course provides you with the foundational knowledge and hands-on skills needed to create and manage business process workflows in NetSuite using the SuiteFlow point-and-click visual workflow development tool.

Duration

6 Weeks • 12 Modules

Level

Beginner to Intermediate

Target Audience

Business Analysts, Administrators, Functional Users

Certification Prep

NetSuite SuiteFoundation

📋 Prerequisites

  • NetSuite Navigation: Familiarity with the NetSuite interface and basic administrative tasks
  • Saved Searches: Understanding of how to build saved search criteria using expressions
  • Recommended: Business process mapping or flowchart experience (helpful but not required)
  • Recommended: Basic understanding of if-then-else logic concepts

🎯 Learning Outcomes

Upon completion of this course, you will be able to:

  • Default data on forms and dynamically change form data during data entry
  • Add field and form-level validations during data entry
  • Control form display based on edit, view, or print mode
  • Send email notifications and automate record creation (tasks, phone calls)
  • Troubleshoot workflow execution using the workflow execution log
  • Generate approval routing workflows with multiple approvers
  • Manipulate sublist line fields on transaction records

📚 Weekly Curriculum

01

Week 1: Foundation

2 Modules

Get started with SuiteFlow fundamentals, understand the workflow manager, and grasp the foundational concepts of business process automation. Learn about workflow triggers and their role in execution.
02

Week 2: Client-Side Processing

2 Modules

Master client triggers and learn to configure actions during data entry. Build dynamic forms that respond to user interaction with field-level validations and real-time updates.
03

Week 3: Server-Side Processing

2 Modules

Understand server triggers and configure actions on record load and submit. Learn about display persistence, event types, and joins on related records.
04

Week 4: Debugging & Approvals

2 Modules

Master workflow troubleshooting using execution logs. Build sophisticated approval workflows with multiple approvers, buttons, and state management.
05

Week 5: Sublist Operations

1 Module

Learn to update sublist lines, create new line items, apply discounts, and perform line-level validations. Work with sublist action groups effectively.
06

Week 6: Performance & Best Practices

2 Modules

Optimize workflow performance and apply best practices. Understand backend processing behavior and implement modular workflow design principles.

📖 Appendices & References

Appendix A: Actions & Triggers Reference

Comprehensive reference guide for all SuiteFlow actions and triggers. Includes compatibility matrix, governance costs, and usage examples.

Appendix B: Hands-On Exercises

Complete collection of all course exercises from the Student Workbook. Step-by-step instructions with screenshots and solutions.

Appendix C: Troubleshooting Guide

Common workflow issues and their solutions. Learn to read execution logs, identify errors, and debug workflow problems effectively.

Appendix D: Searchable Glossary

Searchable reference of all SuiteFlow terminology, concepts, and definitions. Quick lookup for triggers, actions, states, and conditions.

Ready for Advanced Workflows?

After completing SuiteFlow Fundamentals, continue your journey with the SuiteFlow Advanced Workflows course. Learn scheduling, sub-workflows, formulas, SuiteScript integration, and performance optimization.

Explore Advanced Course →