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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Checkbox Email Notification
Hi there,
I have tried unsuccessfully to create a workflow/saved search email notification based on a custom field. It is a checkbox on the opportunity record. I would like an email to be sent to a sales team member once the box is checked. I tried both a workflow and a saved search email notification without success.
My saved search criteria was based on system notes: field: (checkbox field), then system notes: date: Today.
My workflow had one state to send an email based on the conditions of the checkbox field being checked.
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