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workflownetsuite

Netsuite send email on work order creation


For internal uses, I want to send an email every time a work order is created/updated/built. I am trying to achieve this doing a workflow. does anyone have a basic example I can follow along with? Things I'm trying to include are product, quantity, date created, date complete, BOM if possible. The help file is kind of a misnomer on this... Thanks


Solution

  • Create a new workflow: Customization -> Workflow -> New

    Set: Record type: Work order, Initiation: Event Based, Events: Create, Update, Trigger Type: After Record Submit.

    And Save the workflow.

    Open State 1. Go to Action -> New Action. Click on 'Send Email'. Select Sender. Content: You can choose already created Template or define body here. Select Recipient.

    This should send an email.