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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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Check out this thread to learn more!
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!
Send Email Action - Include Transaction PDF - Can we control the Transaction Form used?
Do we have any control over which Transaction Form is used to create the PDF that is used when sending a Transaction PDF with the Send Email action in a Workflow? Is it supposed to use the Preferred form, or can it only use the "Standard" form?
My end goal is to email Pick Tickets to the warehouse as soon as the order is received. I can send a PDF of the Sales Order via the Send Email, so I created a custom Sales Order form that is basically a clone of our Pick Ticket.
I have tried two options to send the email using the Pick Ticket clone form, and both were unsuccessful.
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