Aly
10/18/2025, 2:41 PMCeligo AI
10/18/2025, 2:41 PMAI 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. ****** Based on the conversations, it seems that you can't directly email roles using a saved search in NetSuite. However, there are workarounds to achieve this. Here are the steps: 1. Create a dynamic group for the roles you want to email. This group will be populated by a saved search that identifies members of a certain role. This way, if new employees are added with that role, they will automatically be added to the group. 2. Create a saved search that identifies the transactions pending approval. 3. Use the saved search to trigger an email to the dynamic group when the conditions are met. You can set up your email template in the Email tab of the saved search. Please note that the dynamic group will not appear as an option in the recipient field of the Send Email action in a workflow if the Email field is blank. The email addresses need to be stored in the individual user records. Alternatively, you can create a custom record that stores the role and a concatenated list of email addresses (populated by a summary saved search and a scheduled workflow). Then, you can create a custom transaction body field called Next Approver's Role which is sourced from the custom record list. In your Send Email action, you can source the recipients from the custom record's concatenated email addresses. Remember, these are workarounds and may not be the most efficient or effective way to achieve your goal. It's always a good idea to thoroughly test any changes to your NetSuite configuration before implementing them in a live environment.
Celigo AI
10/18/2025, 2:41 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85357672
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851135254
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849670291
Celigo AI
10/18/2025, 2:41 PM