When a Sales Order is emailed to a customer with Email Preference set to PDF, the body of the email reads:
Please open the attached file to view your Sales Order.
To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site http://www.adobe.com/products/acrobat/readstep.html to download it.[/CODE]
I'd like to add onto this message a bit. I think that will require me to write a script that renders the transaction to a PDF template and sends the email with whatever message I choose. It also needs to prevent NetSuite from sending the default email as well.
Would the following work:
In a beforeSubmit function on Sales Order records, if the customer has Email Preference=PDF, uncheck the 'Email To' field. Set a new custom checkbox such as 'Email PDF' to true instead.
In a User Event Script, after a Sales Order submits and has 'Email PDF' set to true, render the transaction to a PDF and send it in an email to all the 'Email To' recipients.
Or is there a better solution I may be overlooking?
The 'duplicate question' says this can't be done yet I have a working solution. It also references SuiteTalk, not the same.
This is a solution someone gave me on the official NetSuite forum:
You can accomplish this fairly easily with a Workflow.
- Trigger on Before Record Submit when 'To Be E-mailed' = T
- Set Field Value of 'To Be E-mailed' = F
- Transition to next state After Record Submit
- Use 'Send Email' action. This allows you to use an email template and
also automatically attach pdf
Related
I have just started to use Kentico, so far everything has been straight-forward however I cannot get certain Macro's to work in Marketing Emails (to insert personalized information in the email such as their country).
Here is a quick overview of my automation process
Person submits a form on the website
Form field information gets mapped to the contact
Automation process begins
Internal/Transactional email sent which contains the requesters information (Macro's work)
Marketing email sent to requester, containing relevant information (Only basic Macro's work (for example recipient.firstname))
The issue is that the Macro's that are used (and working) in the internal transactional email do not appear to work in the marketing emails section, for example: {% OnlineMarketingContext.CurrentContact.ContactCountry #%} would copy in the requesters Country in the transactional/internal email, but it remains blank in marketing emails (Note: I have tested this fully, not as a draft email as I've read that the information doesn't get passed in a draft email).
I have tried using different objects (ContactManagementContext, etc.), however nothing appears to bring in personalized information.
Is there something I need to do to get the Macro's working within the Marketing Emails section? I have read through the docs online and I can't find anything to make this work.
Any help would be greatly appreciated.
The newsletter email macros are based off the subscriber not the contact. If you want to use the contact info, you will have to find a way to relate the subscriber to the contact.
This video shows how to see what macros are available.
Zach is correct. Normally, you would lookup the Contact based on the email address of the Recipient, e.g. {%GlobalObjects.Contacts.Where("ContactEmail = '"+Recipient.Email+"'").TopN(1).FirstItem%}. However, there is a hidden object you can use in marketing emails: {%Advanced.ContactInfo%}
Blue Prism: I'm trying to read an email(outlook), Which contains the information about the status of a task, name and a table with multiple headers. I should save the required information like name, status of the task in an Excel under the headers which were already written. It should all happen dynamically without spying the elements. Can anybody please elaborate the process?
You've got 2 options:
Use the MAPIEx object for a back-end connection to your Outlook profile's mailbox. (See also: MAPIEx installation guide)
v6.3 and later Use the bundled Blue Prism-provided MS Outlook VBO, which has the following actions:
Delete Email
Forward Email
Get Received Items Advanced
Get Received Items Basic
Get Received Items Expert
Get Sent Items Advanced
Get Sent Items Basic
Get Sent Items Expert
Mark Email As Read
Mark Email As Unread
Move Email to Inbox Sub Folder
Reply to Email
Reply All to Email
Save Attachment Attachments
Save Email
Save Email As File
is there any way to click on the mail subject on lotus notes and direct to the link?
Example :
Who Subject Date Size
kit `food list` 11/09 2k
Expected outcome :
when i click on the 'food list', it will redirect to the website link.
I think it is possible. Either you can add some more fields/headers with the mail or have a special subject tag included.
Then you need to change the queryopen event in the mailbox to check for the field/subject tag, parse the mailbody, open the link end set continue = false to prevent the mail from opening.
A notes only solution would be to send a special form within the email...
I have a survey that will rate the "Seller" regarding the "Performance" and "Improvement". I need to send an email notification together with an actual copy of my rating. What command can I use?
Attached is the screen capture of the actual survey. In that example, Janine must be able to see through email my rating for her.
Survey
You could create a separate Form defined "On Create: Inherit entire selected document into richtext field / as rich text".
when your survey is open, compose this form, copy the Rich Text content and put it in a mail.
You can also design this form to be mail ready (call the Rich Text Body, add the sendto field...)
I looked all over and I can't see to find how to connect a script to the "close" event of the Work Order. Basically, I need to send an email to the Sales Rep for the order that is being fulfilled when the Work Order is "closed" what approach would be better? A workflow or a UserEvent, I looked at workflow as the Close button is a non-standard event. When I went to set up the workflow I didn't see Work Order as a record to attach it to. Any help would be great, thanks
I'm not 100% sure on this, but I'm sure if you did an AfterSubmit User Event, you could get the status of the Work Order. If WorkOrder == 'closed' (whatever the right status is), run your code.
Alternatively, you could build a saved search of WorkOrders that are closed. Run a scheduled script every 15 minutes that will send out an email. Upon sending out the email, tick a checkbox on the WorkOrder to remove it from your Saved Search.
JK, you should be able to build a saved search and use the Alerts feature under the Email tab. Check the box to "Send email alerts when records are created/updated" and enter the recipients in the list under that. If you want it to go only to the Sales Rep for that specific customer, as I assume you do, use the list under 'Recipients from Results' sublist. This means you can have the sales rep returned in the search and choose that field, then the alert will be sent to the relevant rep for each record. You may have to tick the 'Send on Update' option as these records returned by the search will be existing records.
In case you're not familiar with the saved search alerts functionality, the way this works is that as soon as a record of the record type that the saved search is based on meets the conditions specified in the saved search criteria, it fires the alert and emails to the list of recipients specified under 'Specific Recipients' and the result returned by the field specified under 'Recipients from Results.'
What I came to find out is that the Work Order Close status is from a Work Order Close form, in that case just the after submit event takes care of this. Thanks for all your help and sorry I took so long to post this answer