This topic contains 6 replies, has 0 voices, and was last updated by k_dunc 8 years, 3 months ago.

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  • #9936

    dc92974

    I have a form that has a “multiple select” field containing employees. I would like to setup a workflow that sends an email to those employees after the form is saved.

    It works fine as long as only 1 employee is selected. How can I modify the workflow or email action to work when multiple employees have been added? (To or CC field would be fine).

    Thanks
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  • #9937

    dc92974

    I tried a work around with using a workflow field and got closer but still missing something.

    My multiple select field from the record is called _custom_email_list (contains a multiple select of employees).

    I created a new workflow field to store a temporary value I could then use in an email cc field. I tried populating it from _custom_email_list using formulas. Here are my tests and results.

    Test 1

    Test: One employee selected

    Formula: {_custom_email_list.email}

    Result: blah@blah.com

    Test 2

    Test: Two employees selected

    Formula: {_custom_email_list.email}

    Result: error, invaled field name

    Test 3

    Test: Two employees selected

    Formula: {_custom_email_list}

    Result: Employee Name 1|Employee Name 2

    Anyone know how I can use a formula to get the email field for all of the selected records, a combination of the results for Test 1 and Test 3?

  • #9938

    cowboys11

    Did you ever get this issue resolved by chance? I’m running into a similar issue.

  • #9939

    dc92974

    Unfortunately no. We’re still in the implementation phase and our NetSuite expert was unable to help either. In our case this was to track implementation details and we just went with a different solution. I am worried this is going to come up again at some point in the future though.

  • #9940

    filo

    Hi,

    Another approach to send emails to the Employees selected in your multi-select through a Workflow would be to create a custom Workflow Action. This approach gives you more flexibility as it allows you to retrieve the values of the Employees selected in your multi-select, get their emails and send an email using the NetSuite Communication API – nlapiSendEmail.

    This aforementioned API allows you to send emails to a total of 10 recipients. You can search for Communication APIs in SuiteAnswers for more details about this API.

    You can also search for Workflow Action Scripts in SuiteAnswers for more details and steps in creating custom Workflow Actions.

    Hope this helps.

    Cheers!

  • #9941

    Sireesha

    Hi,

    I am running into similar issue, but not a multi select field. I have multiple fields Approver 1, Approver 2, Approver 3, Approver 4.

    I want to send email to one approver and CC to all other approver.

    But the problem I am encountering is that I am not able to select the field names in the CC fields.

    Please let me know how I can achieve this.

  • #9942

    k_dunc

    Hi Sireesha, that’s correct. In a Workflow, you are able to send an email to a list of ‘predefined’ (already known) email addresses, or to singular ‘variable’ email addresses. To do what you’re after, you’d need to either: Set up multiple ‘send email’ actions singularly to each of your approvers (i.e., not achievable in the one email); or
    Create a Workflow Action Script that will create your email and CC everyone as required.

    Cheers,

    Kirk.

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