Week 1: Foundation

Building Blocks of SuiteFlow Automation

Welcome to Week 1!

This week lays the groundwork for your SuiteFlow journey. You'll start by understanding the fundamental concepts that underpin all workflow automation in NetSuite, then dive into the Workflow Manager to create your first workflow.

By the end of Week 1, you'll understand how workflows are structured, how triggers control action execution, and how the visual workflow development tool transforms business processes into automated solutions.

🎯 Week 1 Learning Objectives

  • Describe the foundational components of a business process and their representation in SuiteFlow
  • Navigate the Workflow Manager and understand its key components
  • Define workflow triggers and explain their role in controlling action execution
  • List the building blocks of workflows (states, actions, transitions, triggers)
  • Create a simple workflow and test it in your NetSuite training account
  • Explain the benefits of modular workflow design

📚 Week 1 Modules

00

Course Introduction

Get oriented with the course structure, set up your training account, and configure essential user preferences. Learn about the course case study and understand what you'll build throughout the training.

Topics Covered:

  • Course overview and target audience
  • Prerequisites and learning outcomes
  • Enabling SuiteFlow in your training account
  • Setting critical user preferences (Show Internal IDs, time zone, date format)
  • Accessing NetSuite Help Center and SuiteAnswers
  • Understanding the Furniture Request case study
Start Module 0 →
01

SuiteFlow Overview

Discover the power of SuiteFlow as a point-and-click workflow development tool. Learn about business process components, workflow building blocks, and how workflows relate to NetSuite record types. Build your first workflow!

Topics Covered:

  • Business process fundamentals (initiation, action, decision, subprocess, end states)
  • What is SuiteFlow and what can it do?
  • Workflow building blocks: States, Actions, Transitions, Triggers
  • Understanding the Workflow Manager interface
  • Workflow relationship to NetSuite record types (one-to-one mapping)
  • Modular workflow design principles
  • Using workflow templates vs. building from scratch
  • Walkthrough: Creating your first simple workflow
Start Module 1 →