Send a Notification to the Administrator when a Case is created for a Customer with Credit Hold using a Workflow

To create the Workflow:

 

1. Go to  Customization > Workflow > Workflows > New

2. Set the following:

 

• Name: For example, "Send Email When Credit Hold"

• Record Type: Case

• Execute as Admin is checked

• Release Status: Released

• Event Based: On Create

• Trigger Type: All

3. In the Condition section, select Custom Formula
4. In the Formula field, enter the following:

{company.creditholdoverride}='F' and {company.manualcredithold}='T'

5. Click Save
6. Click New State
7. Enter a Name then click Save
8. Click State 1 > New Action
9. Click Send Email
10. Set Trigger On = After Record Submit
11. In the Parameters > Sender section, mark Specific Sender and select the "From Name" that will appear in the notification.

Note: NetSuite will retrieve the Email Address of that person and will display it as the "From Email Address" in the Notification.

 

12. In the Parameters > Recipient section, mark Specific Recipient and select the name of the Administrator or of the user that will receive the notification.
13. In the Content section, mark Custom
14. Enter a Subject, for example:

 

 {company} is on Credit Hold

 

15. Enter a message in the Body field, for example:

 

Case {casenumber}: {title} was created for {company} even if it is on Credit Hold.

 

16. Click Save