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Using Attachment as Criteria in Custom WF
I am creating a workflow for Vendor Bill Approval. I do not want the "submit for approval" button to be available until there is an attachment. What is the best way to accomplish this?
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Saved Search Email Attachment Naming
I have a scheduled saved search which sends the report as an attachment. I want to rename the attachment appended with date . How to rename the email attachment generated from a saved search?
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What is the recommended approach to attach a file to a vendor bill programmatically?
Hi Team, I couldn't find any REST APIs to attach a file to a vendor bill. The SOAP APIs has ways to create a file in file cabinet but struggling to find the way to link the file to a vendor bill record. Any help here would be highly appreciated.
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File attachment option is missing in the customer center
Hi All, We have created a custom record and checked the “Allow Attachment” checkbox, and we gave full access to our customer center role. When we view this custom record from other roles, we can access the file attachment tab and attach files, but when we view it from the customer center role, the file attachment tab is…
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Where does csv import files locate and how to reference it?
After importing a journal entry csv file which creating multiple journals, where does the file locate in NetSuite? Are we able to find it and reference it to the journal entries created from the file? Any help and advice would be appreciated. Thanks,
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Default Attachments in Sales Order
Hi Team, Is it possible to add attachments as default in a sales order? The use case is that for every sales order there should be a terms of services attachment, so is it possible to have it as a default attachment in the email of every sales order? or include it in page 1 or as a page 2 of the sales order pdf. Not sure…
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Saved Search for List of Message and their respective File attachment
I have an use case to generate a report to get the list of message ID and their respective file ID (attachment). The report should show all message and the respective attachment attached to the message. Currently I have some third parties software which connected to NS schema and replicated the entire schema in my SQL…
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Can Contacts and Companies be attached from the mobile app?
Our sales team regularly meets with Contacts who could work for a number of different billable Customers. We use the Attach function under the Relationship subtab on both the Contact and Customer forms to document these associations. However, we are struggling to find a way to perform this seemingly common action from the…
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How to save/store a CSV email attachment in the File Cabinet using Email Capture Plugin
Below is the code but it still does not work. Any help or pointers would be appreciated.. Trying to detach email csv attachment and store it in a folder in the File Cabinet. Once that is accomplished we can use the CSVImport function to upload into NS. function createAndSaveFile(file,fileName,fileContents){ var fileObj =…
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Is it possible to control Attachment Names on scheduled searches?
We need to use a scheduled search to deliver an excel / csv attachment to a specific email address monthly. HOwever, we need to control the name of the actual attachment as follows: Attachment Name: insightsrevenue_YYYYMMDD.csv (YYYYMMDD representing the date the file is produced, ie; 20201001) Is this possiuble? Thank…