Thursday, May 30, 2019

Turn on Workflow Alerts in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

There is a checkbox available under Admin, General Setup to enable Workflow alerts as shown below:


1. In the Adaptive Planning instance login as an Administrator.

2. Navigate to Admin > System > General Setup.

3. Enable Features > Workflow alerts = True.

4. Click Save.


Enabling Workflow alerts provides the ability to send alert emails when the workflow statuses of a user's levels change.


For a user to receive email alerts when levels are changed, the following conditions must be met:


1.    Email and Workflow must be enabled in the instance.

2.    The user must have a valid email address (which can be configured under Admin, Edit User).


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