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  • Create a Button on Invoice called SEND EMAIL using SuiteScript. Only show this button to View Mode and when User is Administrator.
  • If user click that button, it should send an email with Invoice PDF Attachment.
MT0
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nexiv
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1 Answers1

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This can be done in workflow :

  1. Create a Workflow against Transactions, subtype Invoices. Check the On Create and On View Or Update checkboxes.
  2. Change the name of the first state to "Start".
  3. In the "Start" state, add a button, call it "SEND EMAIL", set the Trigger On field to View. Add a condition of User Role Is Administrator.
  4. Create a second state, call it "Do Send".
  5. Add a transition from "Start" to "Do Send". Change the Execute On Button field and choose "SEND EMAIL".
  6. Add a Send Email action to the "Do Send" state. Configure the action parameters (sender, recipient, body, subject, etc). Check the Include Transaction checkbox and select your preferred format (PDF/HTML/etc).
Simon Delicata
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