I'm trying to create a workflow to send an email a...
# suiteflow
a
I'm trying to create a workflow to send an email anytime an assembly is processed from a workorder. I see it's firing but I imagine I'm missing something since it's not emailing me, here is the log and what the workflow looks like. This is my first attempt so I imagine I'm missing a step. I'm using... Record Type - Transaction Initiation - Event Based on create on view or update Trigger Type - After Record Submit Event Types - I have all selected Contexts - User Interface I haven't entered any fields as I don't think it applies to what I'm trying to do? Any help is appreciated! TIA!
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v
Look at the action. Does it have user interface selected for the context?
m
Select all contexts...don't just limit it to User Interface
I believe the creation of an Assembly Build is considered an Action as you are transforming it from a Work Order, not just creating it directly in the UI
So at least include ACTION in your contexts...but not sure why you would limit it at all are Assembly Builds being made other ways that you specifically want to restrict?
a
nope not at all I was just firing in the dark yesterday when I wasn't getting the outcome I wanted facepalm
m
Oh i see. I guess in all fairness NetSuite does recommend to limit each action and WF to as many specific contexts as possible so they are not firing unnecessarily But sometimes I find it’s more of a headache for troubleshooting unless you know specifically you don’t want certain contexts like integrations or csv imports
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Let me know if this helps/works for you
a
thank you very much for input I'll get back with you shortly!
so newbie question. I only have one "state" right now. Is one trigger and one the actual email?
ah I think I see it now... ACTION in Contexts for the send email
alright its firing now, is there anyway to pull the assembly number into the email? or the WO number?
m
Yes I believe the field is {assemblyitem} and {tranid}
🙌 1
Add those values into your email
a
tranid is the WO then?
m
yes it should be
a
appreciate you!
tranid showed the assembly number, any other possibilities off the top of your head before I start deep diving?
m
try {number}
a
that didn't work either. Is it something to do with the transaction taking place compared to the trigger? Just spitballing
m
Oh wait are you triggering this from the assembly build transaction?
If so my apologies. Use {createdfrom}
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🙌 1
a
Don't apologize I appreciate all guidance
That was correct your a blessing!
m
👍
a
Is there somewhere for guidance on these different field names? Is that even what they are called?
field_ids?
m
Go to your set preferences and click the show internal ids preference
Then when you click on the field labels on record it will show the field id
a
will that then show me when I hover? or click
m
Or make a saved search and add your field in the formula of a formula text field and it will give you the ID
Click on the field label
a
ill set that up in my sandbox as that seems like the place I'll use it most
m
There is a chrome extension that will do it too but I can’t remember what it’s called
a
Netsuite Utilities maybe?
or SuiteAdvanced but you have to pay for that I believe and I'm not there yet
and now I see where the created from comes from, very nice.
m
Yes. Suiteadvanced sounds right but it is a paid app Also if you want you can add “&xml=T” to the end of the URL and it will show all the fields and field IDs
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mindblow 1
a
Alright one step deeper, we have production:1 production:2 can I filter to only send email for one or the other ?
m
Yes. Have 2 send email actions. Add a condition to each. 1 for prod 1 and 1 for prod 2 Just need a field on the work order to distinguish between the 2 (which I’m guessing you already have)
a
Yes and I only need 1 to show at the moment. Thanks again you've showed me more in hours then I've been able to grasp since I started using Netsuite a few months ago cheers
I had moved the workflow over to my live NS and it fired off two emails the first time. Does the sandbox and live have some things linked together or something? I set the sandbox workflow to inactive and it seems to be fine now just wondering for down the road
m
No they are not linked
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