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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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NSC | Workflow to Set Email Format Set to PDF
On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF.
Note that this is also applicable to other records as long as you changed the Record type and the Sub Type.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Customer Email Format
○ Record Type: Select Customer
○ Sub Types: Select Customer
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
○ Initiation: Select Event Based
3. Event Definition:
○ On Create: Enter Checkmark
○ On View or Update: Enter Checkmark
○ Trigger Type: Select -All-
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action