Discussions

Check out Oracle NetSuite upcoming events and conferences here
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!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Community Poll: What sort of content would you like to see more of?

email sublist record when a button is clicked on project record

edited Jan 24, 2024 1:58AM in Ask A Guru 3 comments

We have ProScope Activity Tasks that are attached to project record. And is it possible to email the activity task list when a button is clicked on Project record. I am comfortable with the workflow part, and can create an email template to include project fields. I believe the issue is with the sublist.

Or maybe I just need some high level idea, and to simplify the case, let's say if there's a button on customer record, and when clicking the button, we can email the contacts associated with that customer, including contact name and phone#. Is that possible? or maybe create a search for that, but still use workflow to trigger the email, and the contact search result should just reflect that particular customer?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders