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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Email PDF attachment from custom record using Include Transaction
Hello,
We recently implemented Zone Billing and would like to see if it's possible to use the "Include Transaction" option when using "Send Email" inside a workflow. I see the "Include Transaction" check box on our transactions, but the option appears to be missing or not available for custom records. Is this a limitation? Is there any other way to do this?
Currently we have a custom field where the user can download the PDF and then attach it, and it will send that pdf. Ultimately, they would like to do Mail Merge to send the PDF automatically, but the option is not available there either.
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