The Set Field Display Label Action : An Easy Lesson in Workflow Actions

How do you change a field label in NetSuite?

Well, there are a number of ways. You could update the label at a form level by editing the custom form used on the record (See how to perform this method here).

If you wanted this change for certain roles only, you could create multiple forms and set different preferred forms for each role. This method will not work for transactions that store the form with the record, however.

You could also edit the root field name. This will not update any current instances of the field or the display name on any forms it is already appearing on.

What if you want to change the label based on a set of conditions? The best option for this need is to use workflow actions. In this case you will be looking at the Set Field Display Label action.

What is a Set Field Display Label Action?

A Set Field Display Label action allows you to change the name, or label, displayed for a particular field. The benefit of using workflow actions to perform this type of change is the ability to set conditions.

You may, for example, choose to change the label of a field depending on who is viewing the form. Maybe you will set a condition based on the status of the record. You might have an entity field labelled Lead Restrictions but when the Lead converts to a Prospect you want the field updated to Prospect Restrictions. Maybe you want to remove the label altogether for a particular field leaving just a floating piece of data. This is also possible.

Using SuiteFlow is the most flexible way to change field labels and as you will see here, it is not hard to set up.

How to use the Set Field Display Label Action

Let’s create a sample workflow against the Purchase Order record. Our need is to change the label of the Location field for users reporting in to James Ball – This is not an actual use case of mine but should be sufficient to give you an idea of how to use this workflow action.

Creating a Workflow

First we need to create a new workflow record. We navigate to Customization > Workflow > Workflows > New.

We will give the workflow a Name, select Record Type Transaction and Sub Type Purchase Order.

Creating a Purchase Order Workflow in NetSuite

I will keep the Release Status as Testing at the moment but will change this to Released once I am happy with the workflow.

The Event Definition should be set to both Create and On View and Update. I can then Save my workflow.

Event Definition on a Purchase Order Workflow in NetSuite

Once the new workflow record loads there will be one starting state available. I only need the one state in this example but if I had multiple workflow actions triggering at different times I might need multiple states.

Setting the Workflow Actions

Double click on the state and select New Action.

Setting new workflow actions in a Purchase Order Workflow in NetSuite

Select Set Field Display Label as your New Action Type. The Trigger type we will use is Before Record Load – this is very common for this type of action. Once the record loads we want the field label to have already changed.

Next we must set our condition. Hover over the Conditions box then click the Open button to open the Visual Builder.

Setting the Trigger and Condition on a Workflow Action in NetSuite

The condition we want to set is the User’s Supervisor is James Ball. We enter that as shown in the following screenshot and then Save the Visual Builder popup.

Defining Condition of a NetSuite Workflow Action

Lastly we configure what we want the label to change to. We select the field and enter the new label.

Set Field Display Label Workflow Action Value

We can now Save the workflow and test it. By changing my Supervisor to James Ball I can check that the label changes as desired. Then, when I change my supervisor back, the label should be Location again.

Set Field Display Label Action with Client Triggers

In the example above we used the Before Record Load trigger which changes the label before the user can view the record. You can also, however, use client side triggers to change the label as the user is working on the record.

The Client Triggers that are available for this workflow action are

  • Before Field Edit
  • After Field Edit
  • After Field Sourcing

You might want to use an After Field Edit, for example, to change a field label based on a particular value being entered.

Use these types of client side triggers to make a much more engaging and responsive experience for NetSuite users. Making a reactive form will save users a lot of time and also keep them interested in the system they are using. You can’t lose!

Try a simple workflow using a Set Field Display Label Action for yourself. If you have a particular use case that you are struggling to execute feel free to get in touch via the Contact page and we may be able to provide further assistance.

Whilst you’re here, check out some more great stuff from NetFreak. Interested in workflows? Here’s an introduction to transaction approval workflows.

Interested in creating dynamic and engaging transaction forms? The following article will help you achieve this –

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