To use the initialize records activity complete the following
steps.
Procedure
- In the Activities tab, expand the NetSuite directory
and locate the Initialize Records activity.
- Add the Initialize Records activity
to your orchestration.
The Checklist and Summary for
the activity display below the orchestration.
- In the Checklist, click Pick
Endpoint.
- Select one of the following options:
- In the Checklist, click Configure.
- Click Browse to display the Browse
NetSuite dialog.
- In the Browse NetSuite dialog, click Show
Record Types and select one of the following options:
- All – to view all record types.
- Only Custom – to view only custom records.
- Only Standard – to view only standard NetSuite
record types.
Note: To use custom records, you must enter the internal ID in
the recType/internalId node.
- To view custom fields in standard records, leave the Generate
custom fields for standard record types checkbox selected,
which is the default. If you do not want to see custom fields for
the standard record type you select, clear the checkbox. This option
does not apply to custom record types.
The state of
the checkbox is persisted in future browses. To change the state after
your initial browse, change the state of the checkbox and browse the
records again. Click Refresh to check for and
retrieve custom records. Click Refresh to set
the checkbox to true and custom fields are displayed in standard records.
- In the Browse NetSuite dialog, choose
a record type by performing one of the following tasks:
- Enter the first few letters of a record type in the Search
for a Record Type field, select the record type in the Record
Type scroll list and then click Select.
- Scroll through the Record Type scroll list
until you find the record type you want, click the record type, and
then click Select.
- To refresh the maps in NetSuite, after the record type
is set in the Configure panel, click Refresh.
- In the Checklist, click Retry.
- In the Retry section:
- Set the number of seconds, between each retry to connect with
NetSuite. The default is 30 seconds.
- Set the number of times you want to retry before failing. The
default is 5 times.
In the
Activity Timeout section:
- Set the Activity Timeout, in seconds, you
want to wait when the endpoint does not respond to a request. The
default is 300 seconds.
- Map inputs. See Mapping the inputs for the Initialize Records activity for more
information.
- Map outputs. See Mapping the outputs for the Initialize Records activity for more
information.