To send emails when creating transaction record, Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Sales Order Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Event Types: Select Create Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Workflow send email action
Tag: send email action
Workflow action to send email.
The ‘Send Email’ action can be set up to send emails to the employees who have a valid email address.There are chances for the cases in which the employee record may not have the email. In such a scenario, the send email action fails to perform and thus it will affect the working of the… Continue reading Workflow action to send email.
Script For Sending Payment Reminder Emails (Map/Reduce)
The requirement is to send a payment reminder email if the customer is not done payment after 1 hour of sales order creation from the website. We need to consider the following conditions for sending the payment reminder email: Condition For sending Email: The following conditions need to be true. The payment confirmation checkbox(a custom… Continue reading Script For Sending Payment Reminder Emails (Map/Reduce)
Send Email Action
Use the Send Email action to send an email when the action executes. When you create a Send Email action, you specify the sender and the recipient, the content of the email as custom text or as a template, and any additional information to attach to the email. If the recipient is also a NetSuite… Continue reading Send Email Action