Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Workflow - attach letter template in email
I am trying to create a workflow to send an email from saved search results. The workflow successfully runs, however, I would like the email to include a letter template that pulls results from a sales order. Currently, it only sends the transaction.
For instance, when you send an email from a sales order, the attachments tab gives the option "Attach Document Template."
Is it possible to include this in a send email workflow? The workflow successfully includes the transaction in pdf form, but it doesn't have the option of attaching a letter template.
Thank you!
0