Email Templates

If you use the Order Printout workflow action or the deployment record, there are some different ways to work with subject and message body in the setup. Of course you can hard-code both subject and body directly in the workflow but if you want to add HMTL-formatting for example and include perhaps a logo, some colors etc. you should use one of the methods described below.

In NetSuite, you can create preconfigured Email Templates. In the Administrator role, email templates can be found via Documents > Templates > Email templates. The following record types are supported: Entity, Transaction, Case, Project and Custom Record. If your template contains dynamic fields (referenced using FreeMarker tags (e.g. ${project.entityId}) ), the record type of your email template must match the record type of your PDF's base record (dataset type Record).

For example: If I want to create a workflow that automatically emails the Project Scorecard from the Reporter for Projects template collection, my email template should be configured as Record type = Project since the base record of the Project Scorecard report is Project (job).

In the workflow configuration you can fetch both the Subject and the Body from an email template. Reference your Email template by writing the prefix template: followed by the internal id of the email template. Add ; at the end. (For example: template:12345; ).

Please note that currently standard Email templates can only be used with Send Direct. If you want to use the Order printout popup-form to allow changes before sending the email, read the below chapter about HTML Files.

An alternative to the standard email templates is to create your email body using an HTML -file (filename should end with .html ). Please note that this method does not support the Subject. However, this method can be used for the Order printout -popup form.

Create your HTML file and upload the file in a folder of your choice in your file cabinet in NetSuite. In the workflow configuration you can fetch both the Body by referencing your file by writing the prefix lookup_file: followed by the internal id of the file. Add ; at the end. (For example: lookup_file:12345; ).