How to send out a form to track responses via a ma...
# ask-stanley-ai
a
How to send out a form to track responses via a mass update email
c
AI generated answer (using internal Slack threads):
To send out a form to track responses via a mass update email in NetSuite, you can use a combination of workflows and mass updates. Here's a step-by-step guide: 1. Create a Workflow: The workflow should be designed to send an email with the form and set a custom checkbox indicating that the email has been sent. This will prevent the workflow from initiating more than once for the same record. 2. Create a Mass Update: The mass update should be set up to initiate the workflow for all necessary records. 3. Create a Second Mass Update: This mass update should be used to "push" the button on all necessary records, effectively triggering the workflow and sending the email. Please note that if you need to change the form for multiple records, you may need to use a CSV import to trigger a workflow that changes the custom form. This is because the form field is not typically available for mass updates. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837759435
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834038258
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832302272
Please provide your feedback on this answer.