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NSC | Send Email Based on Specific Status on Opportunity Record

edited Jun 2, 2025 2:26PM in SuiteCloud / Customization

Here are the steps on how we will be able to send an Email depending on the status on the Opportunity Record.


This is achievable by creating a Custom Body Field first to to get value of the Status then creating a Workflow to add a Send Email action for the Specific Status on the Opportunity Record.


1. Create Custom Transaction Body Field to get value of the Status

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New

2. Label: Enter Status for WF

3. Type: Select Free-Form Text

4. Store Value: Remove Checkmark

5. Click Applies To tab

§ Opportunity: Enter Checkmark

6. Click Display

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