Create a Button on Invoice called SEND EMAIL using SuiteScript. Only show this button to View Mode and when User is Administrator.
If user click that button, it should send an email with Invoice PDF Attachment.
This can be done in workflow :
Create a Workflow against Transactions, subtype Invoices. Check the On Create and On View Or Update checkboxes.
Change the name of the first state to "Start".
In the "Start" state, add a button, call it "SEND EMAIL", set the Trigger On field to View. Add a condition of User Role Is Administrator.
Create a second state, call it "Do Send".
Add a transition from "Start" to "Do Send". Change the Execute On Button field and choose "SEND EMAIL".
Add a Send Email action to the "Do Send" state. Configure the action parameters (sender, recipient, body, subject, etc). Check the Include Transaction checkbox and select your preferred format (PDF/HTML/etc).
Related
Have a field created which was added to both Payments and Deposits in NetSuite and would like to have this also show up on Refunds. Not seeing the option to apply this to those. Is there a way I can do this?
You can customize the Refund form and choose to show your custom field on the form. If you did not specify a subtab when you created the custom field, it will be under Screen Fields > Custom when you customize the form.
Go to that created Transaction Body Field, and click on Apply To Forms button, check the Refund form checkbox.
I'm using REST api for getting envelope tabs for completed envelope. Text tabs have "original value" and "value" to determine if the tab was modified. How to determine if a checkbox tab was modified by recipient? I can see the final value of the checkbox, but there is no indication that it was modified (sender can check it before sending envelope). Same for radio group tabs as well. The changes show up as highlighted in "View Data Changes" for the completed envelope. How to determine which checkbox/radiogroup tabs were updated by recipient, using REST api?
The Rest API hasn't exposed such functionality to check who modified the Tab Value
Is it possible to access the current new item Id, (pre-creation) from a custom ribbon button action?
For example, I have created a new button within the Appointment Tab, so when someone creates a new appointment or meeting, my button is there on the right hand side of the ribbon. I have that wired up to a Click event. What I want to do here, is somehow access some sort of identifier to the currently being composed appointment/meeting, when that button is clicked.
So I'm wondering;
- does outlook create some sort of ID for the message, even before clicking 'Send' or 'Save' ? And if so is this obtainable?
EDIT:
Just thought I'd add, an alternative/workaround for me would be if I could somehow bind or add data to the appointment, which I could then retrieve through some sort of listener when the appointment gets created (which I would then have the ID for). I'm hoping this will definitely be possible given the other ribbon buttons perform actions on the appointment when it's created?
RibbonControl is passed as an argument to your event handler. RibbonControl.Context will be the Inspector object (or Explorer if your button is on the Explorer ribbon). Use the Inspector.CurrentItem property to retrieve the item.
I logged into my Dosusign web console. Looking at the inbox, there is a drop down menu when I position the mouse cursor at the right to each line of mail header. For certain mail items, the "Form Data" menu entry is missing. Can I know how to enable "Form Data" for each of the mail that I receive?
I have attached two pictures for you to compare. The second menu entry should be "Form Data".
(picture in URL to show two different menus)
http://1drv.ms/1Wz6B0L
Thanks in advance for your attention.
Form Data will only be available if you are the Sender of the envelope. Your Inbox is a collection of all documents sent to you to sign (whether you are the sender or not) so the discrepancy between some allowing it and some not is expected.
If you use the Sent Items folder all of the envelopes will have the Form Data option.
I've created an auto reply agent using a simple action agent, this currently responds to all senders and I only want to sent replies to a specific set of senders.
Here's an example of what I would like to achieve:
I have a Lotus Notes mail-in database with the email address: inquiries#estateexports.com.
I've created an email alias to this mail-in database: order#estateexports.com.
I only want to send an auto reply to senders who email order#estateexports.com.
Thanks very much!
When you create the agent, click on the 'Document Selection' in the pane on the left side of the designer, then click on the 'Add Condition' button at the bottom. This will bring up the 'Add Condition' dialog. Fill it out as follows:
Condition = 'By field'
Field = 'SendTo'
Operator = 'Contains'
Value = 'order#estateexports.com'