Change an Entity Record in NetSuite

To change an entity record in NetSuite, do the procedure in this topic.

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the NetSuite NetSuite icon tab.
      2. On the NetSuite NetSuite icon tab, drag the Update Record Update Record icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Update Record Update Record icon.

Procedure

  1. On the Update Record Configuration screen, in the NetSuite field, select your NetSuite access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for NetSuite.

  2. Do one of these:
    • To change more than one record for a standard NetSuite entity, do this procedure.
      1. Select Entities.
      2. In the Entity Name list, select the name of entity for which to change the records.
      3. Click the Request tab.
      4. Complete these fields.
        Field Name Definition

        Update Record

        Function:
        Specifies how to change the records.
        To Open this Field:
        1. On the Update Record Configuration screen, click the Request tab.
        Accepted Values:
        • Update Record Using the ID - Lets you connect a NetSuite record internal ID to your process schema to change a record.
        • Update Record that meet all the conditions - Lets you specify the name of a saved search from Predefined Filter list, and connect the NetSuite API request parameter to your schema to change more than one record.
        Default Value:
        Update Record Using the ID

        Predefined Filter

        Function:
        Specifies the name of a saved search that exists in NetSuite.

        A saved search is a set of filters that specify the data to get.

        To Open this Field:
        1. On the Update Record Configuration screen, click the Request tab.
        2. Click Update Record that meet all the conditions.
        Accepted Values:
        The name of a saved search in NetSuite.
        Default Value:
        None

        Request Mapping

        Function:
        Connects the NetSuite API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the NetSuite API.
        To Open this Field:
        1. On the Update Entity Configuration screen, click the Request tab.
        Accepted Values:
        Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

        Use this screen to connect the request to the data model for your process.

        Default Value:
        None
    • To change a record for a custom record type, do this procedure.
      1. Select Custom Record Types.
      2. In the Record Type list, select the name of a custom record type for which to change a record.
      3. Complete these fields.
        Field Name Definition

        Record Internal ID

        Function:
        Specifies the internal ID for the record to change in NetSuite.

        The record internal ID comes from NetSuite.

        To Open this Field:
        1. On the Update Entity Configuration screen, click Custom Record Types.
        2. On the Request tab, click Update Record Using the ID.
        Accepted Values:
        An internal ID of the record from NetSuite.
        Default Value:
        None
        Accepts Process Data Variables:
        Yes

        Request Mapping

        Function:
        Connects the NetSuite API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the NetSuite API.
        To Open this Field:
        1. On the Update Entity Configuration screen, click the Request tab.
        Accepted Values:
        Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

        Use this screen to connect the request to the data model for your process.

        Default Value:
        None
  3. Click the Response tab.
  4. To connect response data from the web service call to your process, do one of these.
    • To connect the response to your process schema, complete this field as necessary:
      Field Name Definition

      Map Response to AgilePoint Schema

      Function:
      Specifies the connection from the NetSuite API response parameter to your schema.
      To Open this Field:
      1. On the Update Entity Configuration screen, click the Response tab.
      Accepted Values:
      Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

      Use this screen to connect the response to the data model for your process.

      Default Value:
      None
    • To connect the response to a process data variable, complete this field as necessary:
      Field Name Definition

      Store the Response in Custom Attribute

      Function:
      Specifies the process data variable that contains the record internal ID from NetSuite.
      To Open this Field:
      1. On the Update Entity Configuration screen, click the Response tab.
      Accepted Values:
      A process data variable that accepts a numeric string with no spaces or special characters.
      Default Value:
      None
      Accepts Process Data Variables:
      Yes