How to change the email from/author in a scheduled...
# ask-stanley-ai
n
How to change the email from/author in a scheduled report?
c
AI generated answer (using internal Slack threads):
To change the email from/author in a scheduled report, you can use a workflow or a saved search. Here are the steps to do it using a workflow: 1. Go to Customization > Workflow > Workflows. 2. Click on 'New Workflow'. 3. Set the 'Record Type' to the type of record you want to send the email for. 4. Set the 'Initiation' to 'Event Based' and select the event that should trigger the email. 5. In the 'States' section, add a new state. 6. In the new state, add a new action of type 'Send Email'. 7. In the 'Send Email' action, you can specify the 'From' email address, the 'To' email address, and the email body and subject. 8. Save the workflow. For a saved search: 1. Go to Reports > Saved Searches > All Saved Searches. 2. Click on 'New'. 3. Set the 'Criteria' and 'Results' as per your requirements. 4. In the 'Email' tab, you can specify the 'From' email address, the 'To' email address, and the email body and subject. 5. In the 'Scheduling' tab, you can set the schedule for the email. 6. Save the saved search. Please note that the 'From' email address in both cases should be a valid email address that has been verified in NetSuite. ****** 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: 0.847167969
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833068848
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829467773
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