Configuring the NetSuite Content and Experience SuiteApp for a NetSuite Record

After configuring the SuiteApp, an account administrator must complete the following tasks in the Oracle Content Record Configuration page:

Creating Email Notifications About Deleted NetSuite Records

An email notification is automatically sent to select email recipients when a record is deleted. NetSuite Content and Experience provides an email body template. You can edit the email Subject and Body fields and use the following placeholders to automatically retrieve information from your NetSuite records.

Placeholder

Information Retrieved

{DATECREATED}

Date of creation of the NetSuite record

{DATEDELETED}

Date of deletion of the NetSuite record

{RECORDID}

For project records — NetSuite record ID

For project task records — NetSuite record internal ID

{RECORDNAME}

NetSuite record name

{RECORDTYPE}

NetSuite record type

{RELATEDRECORDS}

Note:

Use this placeholder in the Body field only once to avoid repeating of information in the email notification.

For project records — Any deleted project task records

For project task records — Folder name of the parent project

{USERNAME}

User who deleted the NetSuite record

To create an email notification:

  1. Using the Administrator role, go to Setup > Oracle Content > Configuration.

  2. In the Record Details field group, click Records Settings Manager.

    The Oracle Content Record Configuration page appears.

  3. Click Edit.

  4. In the Record Type field, select the supported NetSuite record to configure.

  5. On the Communications subtab:

    • In the Email Recipient field, enter the email addresses of the users you want notified when a record is deleted.

      Separate the email addresses with a semi-colon (;).

    • In the Subject field, enter the email subject you want to use when sending an email notification for deleted records.

      You can use placeholders to retrieve information from NetSuite. For example, {RECORDTYPE} {RECORDID} Deleted.

    • In the Body field, enter the body of the email you want to use when sending an email notification for deleted records.

      The NetSuite Content and Experience SuiteApp has a default email body. You can edit the body and use placeholders to retrieve information from NetSuite.

    • Check the Send to Administrator box to send the email notification for a deleted record to all account administrators.

      If this box is clear, only the email addresses entered in the Email Recipient field will receive the email notification.

    • In the Sender field, select the employee you want to assign as default sender of email notifications about deleted records. 

      Important:

      The default value in this field is set to the account owner. If you select another employee as sender, that employee will receive all replies to email notifications including bounced emails from invalid addresses.

      Alternatively, you can set up a no-reply email address in your account and select that as sender.

  6. Click Save.

Modifying Default Tags for Oracle Content Documents

An administrator can choose the fields that will be automatically converted to tags and then assigned to your files and folders in Oracle Content. The files stored in Oracle Content folders inherit the tags of their parent folders.

For more information about tags, see Tags for Oracle Content Documents.

When NetSuite Content and Experience is installed, the following fields are listed by default under the Tags subtab in Oracle Content Record Configuration:

  • Project ID

  • Project Name

  • Start Date

You can add more default tags, and remove any as needed.

Adding Default Tags for Oracle Content Documents

To add default tags for Oracle Content Documents:

  1. Using the Administrator role, go to Setup > Oracle Content > Configuration.

  2. In the Record Details field group, click Records Settings Manager.

  3. On the Oracle Content Record Configuration page, click Edit.

  4. In the Record Type field, select the record type you want to configure.

  5. On the Tags subtab, click New Oracle Content Tags Configuration.

  6. In the Label field of the Oracle Content Tags Configuration page, enter the label of the field to be converted to a tag in Oracle Content Documents.

    Every converted tag is automatically generated and assigned to your Oracle Content folder when created.

  7. In the ID field, enter the field ID of the field to be converted to a tag in Oracle Content Documents.

    Use the field ID found in the field-level help of your chosen field. To retrieve the field ID, follow the instructions in How to Find a Field's Internal ID.

    Note:

    Invalid field IDs will not generate tags for your Oracle Content folders.

  8. Click Save.

Removing Default Tags for Oracle Content Documents

To remove default tags for Oracle Content Documents:

  1. Using the Administrator role, go to Setup > Oracle Content > Configuration.

  2. In the Record Details field group, click Records Settings Manager.

  3. On the Oracle Content Record Configuration page, click Edit.

  4. In the Record Type field, select the record type you want to configure.

  5. On the Tags subtab, click the Edit link of the field you want to remove as a tag.

  6. On the Oracle Content Tags Configuration page, check the Inactive box.

  7. Click Save.

    The field is removed as a tag.

Additional Information

How to Find a Field's Internal ID

Related Topics

NetSuite Content and Experience Setup Guide
Using Oracle Identity Cloud Service to Manage Users, Groups, and Access
Required Settings in Oracle Content
Prerequisites for Installing the NetSuite Content and Experience SuiteApp
Installing the NetSuite Content and Experience SuiteApp
Setting Up Authentication and Authorization
Setting Up Single Sign-on for NetSuite

General Notices