CODEWITHSUNDEEP
netsuitesuitescript
jk121960
jk121960

Reputation: 873

NetSuite User Event or Workflow on Work Order Close

I looked all over and I can't see to find how to connect a script to the "close" event of the Work Order. Basically, I need to send an email to the Sales Rep for the order that is being fulfilled when the Work Order is "closed" what approach would be better? A workflow or a UserEvent, I looked at workflow as the Close button is a non-standard event. When I went to set up the workflow I didn't see Work Order as a record to attach it to. Any help would be great, thanks

Upvotes: 1

Views: 1906

Answers (3)

jk121960
jk121960

Reputation: 873

What I came to find out is that the Work Order Close status is from a Work Order Close form, in that case just the after submit event takes care of this. Thanks for all your help and sorry I took so long to post this answer

Upvotes: 0

Krypton
Krypton

Reputation: 5231

JK, you should be able to build a saved search and use the Alerts feature under the Email tab. Check the box to "Send email alerts when records are created/updated" and enter the recipients in the list under that. If you want it to go only to the Sales Rep for that specific customer, as I assume you do, use the list under 'Recipients from Results' sublist. This means you can have the sales rep returned in the search and choose that field, then the alert will be sent to the relevant rep for each record. You may have to tick the 'Send on Update' option as these records returned by the search will be existing records.

In case you're not familiar with the saved search alerts functionality, the way this works is that as soon as a record of the record type that the saved search is based on meets the conditions specified in the saved search criteria, it fires the alert and emails to the list of recipients specified under 'Specific Recipients' and the result returned by the field specified under 'Recipients from Results.'

Upvotes: 1

Lez Yeoh
Lez Yeoh

Reputation: 350

I'm not 100% sure on this, but I'm sure if you did an AfterSubmit User Event, you could get the status of the Work Order. If WorkOrder == 'closed' (whatever the right status is), run your code.

Alternatively, you could build a saved search of WorkOrders that are closed. Run a scheduled script every 15 minutes that will send out an email. Upon sending out the email, tick a checkbox on the WorkOrder to remove it from your Saved Search.

Upvotes: 2

Related Questions