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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• And more!
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!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Workflow - how to SendEmail to Contact only where the Role = "Group Leader"?
I need to create a Workflow that sends emails based on the status of a few custom checkbox fields on the Customer record. If X checkbox is checked, send X email template. If Y checkbox is checked... etc. That part is easy enough.
Here's where I'm stuck: the email should ONLY be sent to the associated Contact where the Role = "Group Leader" which is a custom list value that we use. (note: this is not the NS User Role)
I can't find any way thru either a Customer workflow OR a Contact workflow to access the Role field.
Am I missing something? This seems like it should be an extremely easy thing to do.
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