Add a Note to an Entity Record in NetSuite

To add a note to an entity record in NetSuite, do the procedure in this topic.

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the NetSuite NetSuite icon tab.
      2. On the NetSuite NetSuite icon tab, drag the Add Note Add Note icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Add Note Add Note icon.

Procedure

  1. On the Add Note Configuration screen, in the NetSuite field, select your NetSuite access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for NetSuite.

  2. Complete these fields as necessary.
    Field Name Definition

    Note Title

    Function:
    Specifies your note title.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Parent Entity Record Internal ID

    Function:
    Specifies the internal ID of the record for which to add a note.
    Accepted Values:
    A record internal ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Body

    Function:
    Specifies the content of your note.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Direction

    Function:
    Specifies whether the note is generated from an external source or generated from within the record.
    Accepted Values:
    • Incoming - The note is generated from an external source such as copied from an email.
    • Outgoing - The note is generated from within the record.
    Default Value:
    None
    Accepts Process Data Variables:
    No
  3. (Optional) To store the note ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Note ID in Custom Attribute or Schema.
    Field Name Definition

    Store the Response Note ID in Custom Attribute or Schema

    Function:
    Specifies the variable that stores the note ID.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.