NetSuite’s Saved Search feature is a powerful tool not only for reporting but also for triggering automated email notifications when changes occur in existing records. This functionality allows businesses to stay informed in real-time without manual monitoring or scripting. To set up an email alert when a record changes (such as a customer becoming… Continue reading How to Send Email Using Saved Search in NetSuite When Existing Records Change
Tag: alert in Emails
NetSuite Admin Tip | SuiteScript: Check “Send Notification Email” When “Give Access” Field is Ticked
Some customers have requested to expose the Send Email Notification checkbox field in Workflows through Enhancement ID: 238550 Workflow Manager > If “Give Access” checkbox in employee record is set to true, set “Send notification Email” checkbox to true. This is generally to make it easier for NetSuite Admins by reducing a step in the onboarding process. While… Continue reading NetSuite Admin Tip | SuiteScript: Check “Send Notification Email” When “Give Access” Field is Ticked
How To Schedule Email on a Saved Search:
Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both the ‘Summarize Scheduled Emails’ and ‘Send If No Results’ options by default.… Continue reading How To Schedule Email on a Saved Search:
Enabling Multi-Row Results for Email Alerts in Saved Search
Normally, each saved search alert email includes only one row, because the search is filtered by the triggering record. However, certain searches, such as those with results fields from one-to-many joins, or transaction searches, can return multiple rows for each triggering record. In this case, you can include multiple matching rows in each alert email… Continue reading Enabling Multi-Row Results for Email Alerts in Saved Search
Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Scenario User wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved. Solution The automatic email notification can be generated by creating a Transaction Saved Search through the following steps: 1. Go to Reports > Saved Searches > All Saved Searches… Continue reading Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
How to add alert box when clicking on Approve or Reject button in Email
How to add alert box when clicking on Approve or Reject button in Email