Using Internal IDs

You can use internal NetSuite IDs to dynamically generate values in the Cc, Bcc, and Body fields on a Send Email action.

For example, if the record in the workflow is a sales order, to generate the email as if it was sent by the sales rep for the customer, use the {salesrep} internal ID in the Body field:

          Thank you {entity}, for your order. We will notify you shortly regarding your shipping date.

Sincerely,
{salesrep} 

        

You can also reference data from joined records using dot notation. For example, to add the email for the sales rep to the above email, use {‌salesrep.email}.

Note:

Internal and Field IDs must enable the Show Internal IDs preference. For more information, see General Personal Preferences.

To use NetSuite internal Ids:

  1. Go to the record that contains the field that you want to reference.

  2. Hover above the field you want to reference.

  3. Click on the field name to open the Field Help.

  4. Copy the Field ID value.

    An image of the Customer Field Help window, with the field ID highlighted.
  5. Insert the field id value, in between curly braces, in the Send Email action field where you want to reference the record field. For example, {entity}.

Related Topics

Send Email Action
Attaching Files to an Email
Attaching Statements to an Email
Attaching Transactions to an Email

General Notices