SUITEFLOW Flashcards by Gus Larson

Automation based on changes to related records can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: B.

It SHOULD be done using SuiteFlow

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Redirecting users can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: D.

It can be done in both

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How might we use workflows to control the user interface?

We can use the Lock Record action to lock the record.

This action triggers before load.

The record will only be locked if the Lock Record action is called

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Using existing saved searches to process the search data can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: B.

It SHOULD be done using SuiteFlow

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The Set Field Value action cannot be used on a Before Load workflow action trigger on existing records. What should we use instead?

We should use a custom action

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Approval reminder email messages can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: B.

It SHOULD be done using SuiteFlow

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When setting a saved search to be used by a scheduled workflow, what 2 criteria must the saved search meet to be used?

The saved search must be created for the same record type as the workflow

The saved search must have filters set under the criteria subtab

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Where can workflow state values be accessed?

Only on the state where it is defined.

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Copying, printing, deleting, and attaching records can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: A.

It can ONLY be done using SuiteScript

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As a best practice, we need to be specific about the execution context and conditionsof a workflow

Exactly what it says.

Be specific about the execution context and conditions.

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Why should be only use execute as admin when necessary (access to records that require additional privileges)?

Because overuse creates security risks.

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In a workflow, the following actions can only be done in which of either client or server side triggers?

Remove Button
Go to Record
Add Button

These actions can only be done with server side-triggers.

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True or False?

Server-side workflow actions are only able to access sublist fields, not their values.

True.

This means they are able to change the field display type for example, but not the value inside the field.

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Lead nurturing can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: B.

It SHOULD be done using SuiteFlow

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If a transition is set to transition to another state on after submit, when will that state’s actions trigger?

That state’s actions will trigger on After Submit

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True or False?

We should separate actions configured on client triggers into separate, single state workflows.

True

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What are the 2 types of scheduled actions?

‘Delay’

‘Time of Day’

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Which states can access workflow fields?

Workflow fields can only be accessed by the states in the same workflow where the field was created

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What are the three workflow error types shown when logging?

Failed
Skipped
Considered

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What happens with actions that trigger on entry when you refresh the record?

Actions that trigger on entry will only trigger once when the workflow enters that state.

Refreshing the record will not execute the entry actions again.

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Setting up default values can or should be done in which technology?

a) SuiteScript
b) SuiteFlow
c) Neither
d) Both

Answer: D.

It can be done in both

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True or False?

We can initiate a workflow from another workflow.

True

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What is the first action trigger in all workflow states?

ONENTRY

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If you have a custom field storing a value or a field with sourced data from another record, this data can not be overridden by what workflow trigger?

What should be used instead?

A Before Record Load trigger will not override a stored custom field or a field sourced from another record.

To set this type of field use a client trigger

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Aside from the saved search, what other 2 fields must be set in order to create a scheduled workflow?

The execution date and the execution time

What language would a custom formula used in a workflow condition with a client-side trigger use?

SuiteScript 1.0

When a workflow initiates another workflow, can we pass through values to the child workflow (the one initiated from the first workflow)?

Yes, we can pass values belonging to the current workflow along to the child workflow, or values available through a join.

Why do we need to make sure the names and IDs of all workflows, states, actions, transitions, and custom fields are unique?

To ensure that no conflicts occur.

True or False? You cannot use formula or date for multi-select fields

True

Manipulating sublists can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

Performing web service calls can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

If a user edits a record, what workflow execution trigger type would be triggered?

BEFORELOAD would be triggered

Updating related records can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

Do scripts execute before or after workflows?

Scripts execute before workflows, so take that into consideration when using scripts and workflows that have the same triggers and contexts

In a workflow, when setting field values onto a multi-select field, what will happen if you just set the values from the workflow?

Any old existing data will be replaced by the new values. You must get the original multi-select values and then add any new values if you want to add values to a multi-select.

When it comes to workflows with server-side vs client-side actions, which of the two are capable of interacting with line level sublist field values?

Only client-side actions can interact with sublist field values. Server-side actions cannot access line level field values

Creating scripted portlets can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

True or False? Workflow initiation, transitions, and actions can be set to execute at a specific schedule

True, we can do this when setting a workflow to run on a schedule.

Setting a field as mandatory or optional can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

True or False? We can use the workflow Unlock Record action to unlock records

False. There is no Unlock Record action. Only Lock Record.

What does setting a scheduled workflow action to 'Time of Day' do?

It causes the scheduled action to execute at the specified time of day.

If a workflow moves from state A to state B, what is the action trigger order?

State A: ONEXIT State B: ONENTRY

Creating dynamic searches can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

Complex approvals can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: B. It SHOULD be done using SuiteFlow

On a scheduled action, what does the Recurrence field do?

Determines the amount of time the system will wait to recur the same action. The action will keep occurring until the conditions for this action are no longer met

The time that is set for the action execution is not the actual time the action gets executed on. Instead, the action is pushed to a queue when the time condition is met. How often does this queue execute? What does this mean?

This queue executes every 30 minutes. Therefore, the execution can be delayed by up to 30 minutes.

With an approval workflow, when a transaction is approved, what should be do to ensure that approved transactions will not re-enter the approval workflow again?

We should lock them using a "Do Not Exit" state, or through workflow conditions.

When triggering a workflow from another workflow, what kind of action (client or server side) is required to do that?

A server side action only

Changing display characteristics (E.g. hiding fields) can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

What causes the "Considered" workflow error to appear when logging?

Either a condition evaluated to false, or a saved search did not return a result OR The record was set to transition after another workflow completed or after another workflow exited a state. However, the other workflow had not completed or the other workflow had not finished with the specified state.

What causes the "Failed" workflow error to appear when logging? What is the consequence of a "failed" workflow step in relation to it's subsequent actions?

When the action did not complete. The workflow will skip all subsequent actions for the specific server trigger. [Action and Transition Status](https://suiteanswers.custhelp.com/app/answers/detail/a_id/48846)

We have a record that does not change data too frequently, with a scheduled workflow running on it to update some of that data. What should we do in regards to the workflow as a best practice?

We should convert the scheduled workflow to an event based workflow to avoid unnecessary repeat workflow executions.

True or False? SuiteFlow does not support SuiteScript 2.0.

True

Sending email messages can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

When creating an approval workflow, why should we ensure that native NetSuite fields related to approvals suit our needs before using them?

These fields are only specific to certain records.

What are 4 use cases in which a custom workflow action is necessary?

– Editing a related record – Calling a web service – Using complex computational logic using JavaScript and the SuiteScript API – Update a sublist other than the item sublist

If you do not need your workflows to trigger at specific points in time (e.g. every time a record is created), what should be used? Why?

A scheduled workflow. This allows you to schedule record and field transformations at a quiet time for a business to improve user experience

In a workflow, the following actions can only be done in which of either client or server side triggers? Show Message

This action can only be used for a client-side trigger.

If a workflow is a server side workflow (E.G. After Submit), and a formula is used, what will the formula use? a) SuiteScript 1.0 b) SuiteScript 2.0 c) SQL d) None of the above

Answer: C

True or False? You can run workflows as often as you like with no impact on performance.

False. Running workflows too often can reduce performance

True or False? Client-side triggers appear in the workflow log

False Client-side triggers do not appear in the workflow log

When creating approval workflows, (and any complex workflows in general) we should plan how many states will be required for the workflow. If we have too few states, what issues can we encounter?

Too few states can cause each state to have an excessive amount of actions which may lead to unexpected behaviour

What causes the "Skipped" workflow error to appear when logging? What are the consequences of a "skipped" workflow step in relation to it's subsequent actions?

A non-critical error occurred The action was not supported by the trigger type ONLY the current action or transition are skipped. [Action and Transition Status](https://suiteanswers.custhelp.com/app/answers/detail/a_id/48846)

If a scheduled workflow action with a value set in the recurrence field is forced to leave that state BEFORE the delayed or recurrence time is met, what will happen?

The action will no longer be triggered

Approval routing can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

For a 'Delay' scheduled action on a scheduled workflow, you must enter a value for the delay field, and a value for the units field (E.g., hours, days, etc.). What will this do?

This will delay the first execution of this action by the amount entered in these fields. For example, if “1” was entered in the delay field and “Hours” was selected in the units field, then the first execution of this action will take place after an hour from entering the state

How long do workflow state values persist?

They persist throughout the whole workflow's lifecycle

True or False? We can use the completion of a child workflow as a condition for executing a transition on the parent workflow.

True. We can use the completion of a child workflow as a condition for a transition to execute on the parent workflow.

How do we make an action in a workflow a scheduled action?

Set the "Trigger On" field to "Scheduled"

When triggering a workflow from another workflow, what instance of the record will the second workflow run on?

Both workflows will run on the same record instance and be processed in parallel.

What language would a custom formula used in a workflow condition with a server-side trigger use?

SQL

When changing a workflow status to released, what should we do with the logging in order to keep the file size manageable?

We should turn off logging.

If a user saves a record, what 2 workflow execution trigger types would be triggered and in which order?

BEFORESUBMIT followed by AFTERSUBMIT

Showing messages can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

True or False? You cannot set an External ID by any means within a workflow.

False You cannot set an External ID using the set field value action, but you can if you use a custom action instead

When you want to transition to another state using a button click, what should you set the "Transition On" field to?

Nothing, it should not be set when you want to transition using a button click.

Basic field defaulting can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: B. It SHOULD be done using SuiteFlow

What is the one limitation to initiating a workflow from another workflow?

The ability to initiate a workflow from a workflow is not available on a Before Record Load trigger for a time entry record

Creating records can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

Building new applications can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

Validating fields can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: D. It can be done in both

A 'confirm' type workflow action displaying a message when certain changes are made will display only on client, or server side triggers? What 2 triggers will the "confirm" action work on and how do they differ?

The "Confirm" action only works on client actions. Before Field Edit: Displays a confirm message when a field is edited Before User Submit: Displays a confirm message when the save button is pressed

To make a scheduled workflow, we must set a saved search. What is this search used for?

So that you can filter the execution of the workflow based on the saved search. The results of the saved search will be processed by the workflow

Creating custom server requests from the browser can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

What is the last action trigger in all workflow states?

ONEXIT

If a workflow is a client side workflow (E.G. After Field Edit), and a formula is used, what will the formula use? a) SuiteScript 1.0 b) SuiteScript 2.0 c) SQL d) None of the above

Answer: A SuiteFlow does not support SuiteScript 2.0

True or False? Workflow logging is enabled by default when the release status is set to testing

True

Redirecting users to a Suitelet can or should be done in which technology? a) SuiteScript b) SuiteFlow c) Neither d) Both

Answer: A. It can ONLY be done using SuiteScript

When creating approval workflows, (and any complex workflows in general) we should plan how many states will be required for the workflow. If we have too many states, what issues can we encounter?

Too many states can make the workflow unnecessarily complex