Is there any way to create a user note on a transaction with a button via workflow?



I am looking to create a simple workflow. I want to create a button on existing  sales orders which when pressed, adds a User Note with some text. The text in the User Note will not be dynamic.

Can anyone help me find the User Note field when creating this action or a workaround? I can’t seem to find a solution.




Rookie Asked on April 6, 2020 in How To's.
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2 Answer(s)

You add a user note to a sales order by creating a user note and setting the transaction field to link the two. I don’t think you can create a user note using the Create Record action so this is probably a task which requires SuiteScript.

Advanced Answered on April 6, 2020.
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If you are referring to the User Notes sublist under the Communication tab it is not possible. Only the Items sublist is available on workflows currently. However, you could create a custom field and populate it when a button is clicked. Otherwise it would need to be a script.

Beginner Answered on April 6, 2020.
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