09

Updating Record Sublist Lines

Working with Sublist Action Groups on Transactions

🎯 Learning Objectives

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

Supported Records and Sublists

As of NetSuite 20.1, sublist processing is limited to specific records and sublists:

Items Sublist

Available on Transaction record subtypes:

Expenses Sublist

Available on the Expense Report transaction subtype.

πŸ“‹ Check Release Notes

Support for sublists and actions is expanding with each NetSuite release. Always check the SuiteFlow documentation or release notes for the latest supported sublists.

⚠️ Field Availability

Not all sublist fields visible on the form are accessible via SuiteFlow. If a field isn't listed in SuiteFlow dropdowns, it's not currently supported.

Identifying Sublist Fields

Sublist fields are identified by a "Line" suffix in SuiteFlow dropdown lists:

The Line Field

Each sublist line has a unique Line ID:

Using Line Fields in Formulas

Reference sublist fields with the line. prefix:

line.rate = line.rate * 0.75 (apply 25% discount)

Sublist Action Groups

The only way to execute workflow actions on sublist fields is through Sublist Action Groups.

Creating a Sublist Action Group

  1. Workflow must be on Transaction record type with supported subtypes
  2. Edit the workflow state
  3. Click New Sublist Group
  4. Select the sublist (Items or Expenses)
  5. Add conditions at the group level (optional)
  6. Add actions to the group

πŸ’‘ Two Levels of Conditions

Group-level conditions: Evaluated firstβ€”if false, entire group is skipped.

Action-level conditions: Evaluated for each line that passes group conditions.

Supported Actions in Sublist Action Groups

Action Purpose
Create RecordCreate related records based on line data
Set Field ValueUpdate line field values
Send EmailSend notifications based on line data
Return User ErrorValidate line data and show errors

⚠️ Server Triggers Only

All actions in Sublist Action Groups must be configured on server triggers.

State-Level Sublist Actions

Some actions manipulate the entire sublist and are configured at the state level (NOT in Sublist Action Groups):

Action Purpose
Create LineAdd new lines to the sublist
Set Field Display LabelChange column header labels
Set Field Display TypeShow/hide/disable columns
Set Field MandatoryMake columns required

Set Field Value on Before Record Load

Special considerations when using Set Field Value in Sublist Action Groups at Before Record Load:

Capability New/Copied Records Existing Records
Retrieve sublist field valuesβœ“βœ“
Set body/sublist/workflow fieldsβœ“β€”
Set workflow/state fields onlyβœ“βœ“

Practical Example: Promotional Item

Automatically add a free promotional item when specific products are ordered:

Workflow Design

  1. Create workflow fields: "Loft Promotion" and "Chair Promotion" (checkboxes)
  2. Create Sublist Action Group on Items sublist
  3. Group condition: Either promotion field is false (unchecked)
  4. Add Set Field Value actions to set promotion flags when specific items found
  5. Create Create Line action at state level to add promotional items

βœ… Using OR Logic in Conditions

To check if EITHER field is false, use expressions:

(Loft Promotion = False) OR (Chair Promotion = False)

How It Works

  1. User adds "Parsons Dining Table" to order
  2. Sublist Action Group evaluates each line
  3. Condition matches β†’ Sets "Chair Promotion" workflow field to True
  4. Create Line action fires β†’ Adds "Armless Dining Chair" with $0 price

🎯 Hands-On Exercises

Build sublist workflows:

Go to Module 9 Exercises β†’

🌟 Key Takeaways