Configuring the Recipient Address for a Quality Management Workflow
Follow this procedure to configure the appropriate recipient addresses for the QM Send Email on Failure and QM Send Email When Added to Queue workflows.
To configure the recipient address for a Quality Management workflow:
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Go to Customization > Workflow > Workflows.
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To open your preferred workflow in edit mode, click one of the following:
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QM Send Email on Failure
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QM Send Email When Added to Queue
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Click Edit.
The Basic Information window opens.
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To prevent the initiation of new records into the workflow, set the Release Status to Not Initiating.
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Click Save.
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From the More… list, select Make Copy.
The workflow copy opens in edit mode. For example, QM Send Email on Failure (2).
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To configure the workflow state for the workflow copy, do one of the following:
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For QM Send Email on Failure, click the Send Email on Failure state in the diagrammer.
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For QM Send Email When Added to Queue, click the Send Email When Added to Queue state in the diagrammer.
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In the context panel, on the State subtab and under the After Record Submit section, hover over the Send Email action.
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Click the edit icon.
The Workflow Action window opens.
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In the Parameters section, under the Recipient section, select one of the following:
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Specific Recipient – to use a static value for the email recipient.
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Free Form Address – to send the email to recipients who do not have their email address stored in NetSuite or email multiple recipients.
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From Field – to use a dynamic value for the email recipient.
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To specify one or more email recipients, do one of the following:
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If you select Specific Recipient, select a Recipient from the list.
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If you select Free Form Address, enter an Email address.
To email multiple recipients, separate each email address with a comma.
Tip:To prevent errors when listing multiple emails, remove white spaces before and after each email address.
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If you select From Field, select the record type that contains your preferred recipient from the Record (Join Field) list.
Then, select the recipient from the Field list.
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(Optional) To Cc one or more recipients, enter their email addresses in the CC field.
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(Optional) To Bcc one or more recipients, enter their email addresses in the BCC field.
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Click Save.
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In the context panel of the workflow copy, click the Workflow subtab.
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Click the edit icon.
The Workflow window opens.
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To run your workflow with the configured recipient addresses, in the Basic Information section, set the Release Status to Released.
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Click Save.