Using Internal IDs in the Email Action on Workflows

ou can use internal NetSuite IDs to dynamically generate values in the CcBcc, and Body fields on a Send Email action.

For example, if the record in the workflow is a sales order, to generate the email as if it was sent by the sales rep for the customer, use the {salesrep} internal ID in the Body field:

          Thank you {entity}, for your order. We will notify you shortly regarding your shipping date.

Sincerely,
{salesrep}    

  

You can also reference data from joined records using dot notation. For example, to add the email for the sales rep to the above email, use {‌salesrep.email}.

Note: Internal and Field IDs must enable the Show Internal IDs preference.

To use NetSuite internal Ids:

  1. Go to the record that contains the field that you want to reference.
  2. Hover above the field you want to reference.
  3. Click on the field name to open the Field Help.
  4. Copy the Field ID value.
  5. An image of the Customer Field Help window, with the field ID highlighted.
  6. Insert the field id value, in between curly braces, in the Send Email action field where you want to reference the record field. For example, {entity}.

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