[sklett]

I needed to add some features to Tasks today in our account, it went pretty smooth and I thought others might benefit from the work.

https://system.netsuite.com/app/setu…377&recid=1034

This Bundle adds the following functionality to Tasks:

Collection of “summary data” when a task is completed
Email notification when a task is completed
If a summary was requested it will be included in the notification email
I used the following technologies and features to build this solution:

SuiteScript – Duh! (client and server)
Global client scripts
Custom fields
SuiteLet
Showing a SuiteLet in a popup window and collecting data from it without leaving the parent window
disabling fields based on logged in user
etc, etc

Work flow

Task creator checks the “Receive Completion Notification” checkbox on the Task record
Task creator checks the “Require Completion Notes” checkbox on the Task record
Assigns Task and Save
Assignee complete the Task and changes the status to “Complete”
SuiteLet is displayed in browser popup asking for notes (if step# 1 checked)
Assignee enters notes and presses done, the contents of the notes are updated on the Task record
After saving the Task, a UE scripts kicks off an email to the owner including the completion notes (if applicable)

Known issues

BIGGEE – list editing doesn’t have any effect on the script. That is, if you click the “Complete” link none of this stuff gets invoked. HOWEVER, I have a solution designed: xedit fires UE scripts, the UE script will redirect to the SuiteLet, get the info, then submit the Task.
I’m not using the client form script on the SuiteLet correctly. I added an event handler to the addButton call and I think I could have defined an OnFieldChange handler which would have been a little cleaner
I’m not using a submit button on the SuiteLet which causes a “Are you sure you want to navigate away from this…” message when closing. I think the solution is to implement a OnSave() client method and call my parent window callback from there
I’m got an image in the SuiteLet but the Bundler won’t let choose it – you lose
Uhhmmm… some other stuff, but it’s almost 1AM and I’m sleepy.

The solution is far from perfect, but it does work well. There are probably some bugs and I already know if a couple of “code smells” that I want to refactor later, but for now I just wanted to get it out there for people to check out.

Hopefully you find it useful, if you do drop me a line: sklett@pmddirect.com
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[Former UG member – changed by Mod 2784]

RE: New SuiteBundle: Task Notification and Completion Summary Request

Steve – way to go,- looking into it more. your are too good, my hobo friend…

[sklett]

RE: New SuiteBundle: Task Notification and Completion Summary Request

Thanks Angela,

I’m going to bang out a quick documentation file and attach, I think it will help understand how some of it works, my descriptions aren’t so hot.

[jarrod@invertek.com.au]

RE: New SuiteBundle: Task Notification and Completion Summary Request

im getting a few errors from this when using.

1. someone sets a task and puts completion notes required etc and saves.

2. when task opened by assigned person and set to close. a popup box appears. notes are entered and then submitted. an error occurs in the scripting. this may be a custom field problem on our end. i just closed the box to get out of it. case remains waiting to be saved.

3. secondly. click save case anyway. and it comes up with a netsuite error. permission violation access to lists / employees required. is it necessary to have access to this area normally ? what if we dont want someone to see the employee sections.

[sklett]

RE: New SuiteBundle: Task Notification and Completion Summary Request

Originally posted by jarrod@invertek.com.au

notes are entered and then submitted. an error occurs in the scripting. this may be a custom field problem on our end. i just closed the box to get out of it. case remains waiting to be saved.

I’d need to see the error message before I could try to suggest a solution.

Originally posted by jarrod@invertek.com.au

secondly. click save case anyway. and it comes up with a netsuite error. permission violation access to lists / employees required.

This might have something to do with it sending the email to the creator. I’d need to look at the code and will wait until I have more info from you. I also may change the whole thing to used saved search emails triggered by field changes.

Originally posted by jarrod@invertek.com.au

is it necessary to have access to this area normally ? what if we dont want someone to see the employee sections.

Maybe not, I need to look at things. We use this system constantly and it works fine, I’m sure the issues will be minor.

[sklett]

RE: New SuiteBundle: Task Notification and Completion Summary Request

Jarrod: Did you change your mind? Do you want me to take a look at this still?

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