Should every email sent by a Send Email workflow a...
# ask-stanley-ai
a
Should every email sent by a Send Email workflow action also show up in the Messages sublist of the record the Workflow is running on? Can it successfully deliver an email but not attach it to the Messages sublist? If it fails to attach it to the Messages sublist, what are the reasons it would fail to do so?
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Yes, every email sent by a Send Email workflow action should show up in the Messages sublist of the record the Workflow is running on. This is the default behavior of NetSuite's Send Email workflow action. However, there are exceptions to this, such as when sending Statements, where the email does not get attached to the record. If an email is successfully delivered but does not appear in the Messages sublist, it could be due to a few reasons. One possible reason is that the record type does not support the Messages sublist. For example, certain custom record types may not have this sublist enabled by default. In such cases, you can enable the mail merge for the custom record to recreate the 'Messages' sublist functionality. Another reason could be due to the configuration of the workflow or the Send Email action itself. If the workflow is not set up correctly, it may not attach the email to the record as expected. It's also worth noting that if you need to send emails in bulk or based on complex logic, you might need to use a SuiteScript instead of a workflow. For example, you can use a Map/Reduce script for tasks with the words “mass” or “bulk” in them. If you need to make the workflow subsidiary-specific, you can add filtering criteria to a saved search and use the saved search with the workflow. Alternatively, you can create multiple Send Email actions with conditions for each subsidiary inside the same workflow.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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