In order to easily create conditions from the original state of a record to a new state of a record, you can use the old record condition in a NetSuite workflow.
How to Use the 'Old Record' Condition in a Workflow
Imagine you have a customer record that has a status field. You want to set a custom field called date of customer win to today’s date when the record is changed a certain status to specifically the won status. Using the old record condition, we can easily create this logic in a NetSuite workflow.
In the image above, you can see that in the workflow, we are saying that if the old record is any of those statuses upon opening the record AND the new value is now 10 won, the action should execute.
Want to learn more about NetSuite Workflows and using conditions? Check out this article that my teammate Matthew wrote back in September of 2023 on How to Create a NetSuite Workflow Using a Saved Search Condition.
Additional Notes on Using the 'Old Record' Condition
- If trying to reference the old record in a formula, prefix the field ID with “old.” (Ex: {old.company})
- Using this feature has the possibility of slowing the performance since the workflow is both loading the old record to pull the value and saving the new value.
- Utilize the before record submit or after record submit triggers
Author: Ben Althoff
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