I’m working on an approval flow that shouldn’t allow quotes to be emailed out to the customer before it has been approved. I’ve gotten rid of the email option under Actions and under Activities, but you can still send an email using the Page+ (create new) route. Is there anyway to hide that?

@Jackie You can create a workflow, which only allows the option for a specific role.

@Kara What type of workflow? What is that option called?

"option" as in hiding the page + or hiding email option

@Kara Do you know what hides the page+? I can’t find it on the flow actions. I am familiar with work flows, I’ve been able to eliminate it under the Actions down arrow and the activities subtab itself. Just don’t know where the page+ comes into play

I am not sure but if you eliminate the email permission the option is shown but the user will receive an error message when trying to send an email

Can’t eliminate the permission. They need to be able to email it after it’s been approved

I think what Kara said would be the only way, but it doesnt help because you need them to email it when it is approved. You could try to do a workflow, but you might get stuck adding a condition tied to the quote status. My best guess would be a SUE deployed on the message record type (email), and then from there read the internal id of the quote. If the quote is not approved, then return an error when loading that email screen

@Suite Advice SUE?

server user event script that would be triggered when the email pop up loads. it would then do the check if the quote is approved. if yes, do nothing. if no, return an error. its really up to you at that point to see if its a big deal enough to have it scripted

@Suite Advice you think there is anyway i can use a return user error action instead on the workflow? Or just. remove that button as a whole completely?

for your second question, id say no. im not aware of any screens that would allow you to configure that other than the basic permissions itself

@Suite Advice but I could turn off the basic permission itself? not just email but the page+ button as a whole. Even if it’s for all transactions/forms

I dont think you can configure the Page+ drop down at all. and turning off email permissions will prevent your users from emailing from everywhere within netsuite

Yeah I was hoping there was just a way to hide the page+ button as a whole since I can’t mess with email permissions