- On the left side options column expand Data Sources and click on Realtime Triggers.
- On the Realtime Triggers page click the Create Realtime Trigger button.
- On the New Realtime Trigger page click the NetSuite Real-Time Data Source button.
- The NetSuite Real-Time Data Source page opens.
- Enter a Name for the data source.
- Connection – Select the connection to be used from the dropdown list.
- Click the Validate button – This will verify the Connection is successful and enable the other fields.
- Category – Select the category for the real-time source. Options include Activities, Communications, Customization, Entities, File Cabinet, Items, Lists, Marketing, Support, Transactions, and Website.
- Type – Select the Role Type the data source will be using. These will differ depending on what category was selected.
- Columns – Select the columns needed for the data source.
- Log Action – Use this option to select what should be logged when the trigger runs. The options are:
- Always Save
- Save Failures
- Save Successes
- None
- Return name field for list entries – Mark this checkbox if you would like a name field returned instead of the Internal ID for list entries and records.
- Click Save to save the real-time data source.
- Register button
- Click what you need to Trigger the real-time source on, either Creates or Updates. Both can be selected.
- Once the Register button is clicked, a message will be displayed that has an attachment with instructions on how to manually create the real-time trigger within NetSuite. Follow these instructions to complete the setup of the real-time data source.
