Target Audience
This course is designed for experienced technical NetSuite users who want to support more complex business processes using SuiteFlow's advanced capabilities.
Who Should Take This Course
- Software Developers working with NetSuite
- NetSuite Consultants
- System Administrators
- Technical users with existing SuiteFlow experience
⚠️ Prerequisites Required
Participants should have aptitude for: navigating the NetSuite interface, completing basic administrative tasks, building saved search criteria using expressions, and creating workflows supporting basic approval processing.
Beneficial Background Knowledge
- Event-based software development principles
- Understanding of if-then logic and processing loops
- Basic programming constructs
⚡ Important Note
Although this course does not require participants to write extensive code, it is considered an advanced level SuiteFlow course. Participants should possess the required foundational knowledge.
Course Objectives
The primary goal of this course is to provide you with an applied understanding of the key terminologies, concepts, skills, and best practices that will enable you to support more complex business processes.
Upon Course Completion, You Will Be Able To:
- Use the Workflow Scheduler to schedule action and transition execution for service-level agreements
- Conditionally execute actions and transitions using saved searches
- Configure business processes that run sequentially and in parallel using sub-workflows
- Configure transition execution based on changes to data in joined records
- Create SQL and SuiteScript formulas for use in action and transition conditions
- Integrate custom workflow actions using Workflow Action Scripts
- Execute workflows in different processing contexts (CSV Import, User Event Script, Suitelet)
- List each of the workflow mass updates and when to use each type
- Develop workflows based on best practices for optimal performance
Training Account & Student Workbook
📋 Training Account Access
If you registered for the training on-demand version, you must request provisioning of your course training account by contacting NetSuite Training. Login information is provided in the registration welcome email.
Student Workbook Guidelines
Your student workbook contains all the hands-on exercises for this course, designed to reinforce knowledge and skills learned in each module.
- Follow the exercise steps closely, but feel free to go beyond them
- If problems are encountered, consider it a learning opportunity
- Troubleshooting and resolving issues teaches more than any training guide
- Complete all required exercises in each module—future modules may depend on them
- Optional exercises may be completed after required exercises
✅ Solution Workflows Available
If you get stuck, solution workflows are preloaded in each training account. Navigate to Customization → Workflow → Workflows and filter by "Furniture Request SOLUTION". Note: Most solution workflows need to be enabled prior to execution.
Advanced Capabilities Overview
This course introduces many of SuiteFlow's more advanced capabilities supporting complex use cases:
- Scheduling workflows, actions, and transitions
- Incorporating sub-workflows for sequential and parallel processing
- Using saved searches in action and transition conditions
- Altering workflow processing based on changes to related record data
- Extending SuiteFlow power using formulas and SuiteScript
💡 Modular Development
Throughout this course, you will apply knowledge and skills by completing hands-on exercises that guide you through creating full-featured business processes utilizing modular workflow development principles and SuiteFlow best practices.