Overview By default, NetSuite does not support role-based emailing in Saved Searches or Reports. Additionally, dynamic groups are not supported in standard saved search email distribution. To overcome this limitation, we can use a SuiteScript Map/Reduce script to generate and send search results to users belonging to specific roles or groups. Solution Approach We achieve… Continue reading How to Email the saved searches and reports to specific role users or dynamic Groups
Tag: saved search emails
How to get the full value of a Long Text field in Saved Search when the search result is emailed.
In saved search, the returned values will be trimmed with ‘(More…)’ for long text fields. if you change to a Formula (Text) column in the Saved Search and just use the formula: REGEXP_REPLACE({fieldid}, ‘[[:cntrl:]]’, ‘<br>’) The full text will be displayed with no trimming. The full text value can be viewed in the email as… Continue reading How to get the full value of a Long Text field in Saved Search when the search result is emailed.
Re-scheduling Emails from Saved Searches
As we know, it is possible to schedule emails from saved searches. Here are some important points to note before removing the email schedule from these searches: Scheduled emails can be removed by unchecking the checkbox under the Email subtab. This action can be performed by any user with the necessary access. However, if we… Continue reading Re-scheduling Emails from Saved Searches
Record link not on Email Alerts from saved search where Recipients from Results sub-tab is the recipient
The View Record link on a Saved Search Email allows recipients to access the actual record in NetSuite User Interface from the email. This is possible if the user has the check box enabled in the Email tab > Customize Message subtab > Include View Record Link of the saved search. The following preferences determines how the… Continue reading Record link not on Email Alerts from saved search where Recipients from Results sub-tab is the recipient
Saved search email trigger with output in email body- Vendor bill payment
Client had requested to create a dynamic email alert for bill remittances, with transaction details to be incorporated within the mail body. Workaround solution: The saved search will trigger email when bill status changes from Open to Paid in Full under system notes, when system notes date = today. Only the required output of transaction… Continue reading Saved search email trigger with output in email body- Vendor bill payment
How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
We can use the standard ‘User Notes’ feature in a custom record by enabling the ‘Show Notes’ checkbox in the custom record.Once the check box is enabled, notes can be created through UI similar to all the standard NetSuite records. Since the user notes are a different record, notes can be even added when the… Continue reading How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
Issue of Receiving duplicate emails
Issue of Receiving duplicate emails