Hello everyone:+1:, good morning. I'm delighted to...
# beginners
a
Hello everyone👍, good morning. I'm delighted to join this group; I'm new here. I would like to ask for help with the following issue: I have a workflow that triggers when creating a purchase order and sends an email with a template to the supplier of the order. I would like to send two different templates depending on the subsidiary of the purchase order, but I can't figure out how to add that condition in the workflow. I greatly appreciate your help. Greetings.🙌
m
For this you would have to make 2 transaction forms and two PDF templates (1 for each subsidiary) Then in your workflow use set field value to set the custom form field to either form A or form B based on subsidiary The send email action only sends the PDF template tied to the form so you need to change the form per subsidiary
a
hi mavenCloud, thans for your time!! and what if the purchase orders are being created massively by a script?
m
Alternatively Netsuite already has built in functionality for this. If the only difference between the two forms is the logo and address you can use 1 pdf template and put subsidiary.logo and subsidiary.main address instead of company.logo. Then netsuite will use the logo and address from the subsidiary record However if you need different fields on the forms for each subsidiary then the method above is better
@Alexander Cuadros is it a scheduled or map reduce script?
a
map reduce
m
Yes then it should be fine
Also I might have misread your question. If you want to send different email subject and body messages then just use two different send email actions and put subsidiary in the condition If you mean the PDF attached to the email then use the above method
👆 1
a
yes, i want to send different email subject and body messages, but in the condition box i dont know how put the subsidiary, in the column record I only see "subsidiary main"
m
Leave that record column blank
Choose subsidiary main in the next column over (labeled field)
a
ok, i'll try, thanks again!! for your time and your help