Module 11: Course Wrap-Up - SuiteFlow Fundamentals

Skills You've Mastered

Through hands-on exercises, you built modular workflows supporting these key functions:

📝 Data Entry

Defaulting data on forms and dynamically changing form data during entry using client triggers.

✅ Validations

Adding field and form-level data validations with user-friendly error messages.

👁️ Display Control

Controlling form data display based on Edit, View, or Print mode with display persistence.

📧 Notifications

Sending email notifications and automating creation of tasks, phone calls, and related records.

🔀 Navigation

Automatically directing users to different pages or records within NetSuite.

🔍 Troubleshooting

Using the Workflow Execution Log to debug and optimize workflows.

✓ Approval Routing

Generating approval workflows with multiple approvers and supervisor hierarchy loops.

📋 Sublist Processing

Manipulating record sublist lines on transactions using Sublist Action Groups.

Course Module Recap

Module 0: Course Introduction

Environment setup, user preferences, case study overview

Module 1: SuiteFlow Overview

States, actions, transitions, triggers, Workflow Manager

Module 2: Client Triggers

Browser-side events, dynamic forms, field-level triggers

Module 3: Actions on Data Entry

Set Field actions, conditions, Visual Builder

Module 4: Server Triggers

Before/After Record Load/Submit, Entry/Exit triggers

Module 5: Actions on Record Load

Display persistence, event types, record joins

Module 6: Actions on Record Submit

Multi-state workflows, transitions, active triggers

Module 7: Troubleshooting

Execution logs, history, purging, status management

Module 8: Approval Workflows

End states, buttons, multi-level approvals

Module 9: Sublist Lines

Sublist Action Groups, line processing

Module 10: Performance

Best practices, optimization tips

Module 11: Wrap-Up

Review, resources, certification

Additional Resources

📚 SuiteAnswers

Access SuiteAnswers from the Support tab in your NetSuite account. It contains training videos, support articles, demo videos, and Help Center documentation.

📖 NetSuite Help Center

Navigate to Help > SuiteCloud Platform > SuiteFlow Workflows for official documentation, troubleshooting guides, and workflow examples.

🎓 Training Catalog

Explore more courses at www.netsuite.com → Services → Training and Certification → Course Catalog. Browse virtual ILT courses and on-demand self-study options.

🏆 Become NetSuite Certified

Contribute to your organization's success by becoming a certified NetSuite user!

Certification requires completion and successful passing of required exams.

Learn About Certification → Actions & Triggers Reference → SuiteFlow Glossary →

What's Next?

Apply Your Knowledge

Identify business processes in your organization that could benefit from automation
Start with simple, single-state workflows and progressively add complexity
Use the modular approach—multiple small workflows are better than one large one
Always test in a sandbox environment before deploying to production

Continue Learning

Explore SuiteScript for custom actions beyond SuiteFlow's built-in capabilities
Learn about scheduled workflows for time-based automation
Investigate SuiteFlow integration with other SuiteCloud tools
Consider advanced certification paths

✅ Remember the Fundamentals

Triggers OCCUR, workflows EXECUTE. Always consider the active trigger, design modularly, test thoroughly, and optimize for performance. You now have all the tools you need to succeed!

Thank You!

Thank you for participating in NetSuite SuiteFlow Workflow Fundamentals training.

Best of luck with your workflow automation journey!

Course Wrap-Up

🎉 Congratulations!