Using the Initialize Record activity

To use the initialize records activity complete the following steps.

Procedure

  1. In the Activities tab, expand the NetSuite directory and locate the Initialize Records activity.
  2. Add the Initialize Records activity to your orchestration.

    The Checklist and Summary for the activity display below the orchestration.

  3. In the Checklist, click Pick Endpoint.
  4. Select one of the following options:
    • Browse - to select a NetSuite endpoint from the Project Explorer.
    • New - to create a new NetSuite endpoint using the Create Endpoint dialog.

      For instructions on creating a NetSuite endpoint, see Creating or editing a NetSuite endpoint.

    • Edit - to edit an existing NetSuite endpoint using the Edit Endpoint dialog.
      For instructions on editing a NetSuite endpoint, see Creating or editing a NetSuite endpoint.
      Note: Edits are global, not local. Editing an endpoint affects all orchestrations that use that endpoint in the project.
  5. In the Checklist, click Configure.
  6. Click Browse to display the Browse NetSuite dialog.
  7. 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.
  8. 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.

  9. 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.
  10. To refresh the maps in NetSuite, after the record type is set in the Configure panel, click Refresh.
  11. In the Checklist, click Retry.
  12. 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.
  13. Map inputs. See Mapping the inputs for the Initialize Records activity for more information.
  14. Map outputs. See Mapping the outputs for the Initialize Records activity for more information.