Chris Raitzyk
08/06/2025, 3:35 PMCeligo AI
08/06/2025, 3:35 PMAI generated answer (using internal Slack threads):Yes, you can use a workflow to run a saved search and send an email if the search results exceed a specific count. However, there are some limitations and considerations to keep in mind: 1. Workflows in NetSuite operate on a per-record basis. This means that if you want to send an email based on the count of search results, you would need to group the results and add a summary criteria for Count > 50 (or whatever your specific count is). 2. If you want the email to contain the individual results, you would need to set up a scheduled email from the saved search that sends all results at a predefined time. Alternatively, you could set up a workflow to send an email upon update of a record, but the email would only contain data about the individual record. 3. If you want to send an email after the entire scheduled saved search list of records has gone through the workflow, this might be better achieved with a map/reduce script. You could also potentially use a saved search field that shows a count of the number of remaining records that meet the criteria and send an email when it hits one. 4. If you want to convert a Saved Search into a PDF Template and then into an email template, you can create a PDF template and customize it using the Advanced PDF editor. However, this process can be a bit buggy and usually requires some knowledge of HTML or Freemarker. 5. If you're having trouble with emails not being sent to certain email providers (like Outlook), you can check Lists -> Mailing -> Undelivered Emails in NetSuite to see if there are any issues. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/06/2025, 3:36 PMSlack 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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Celigo AI
08/06/2025, 3:36 PM