Add Note (NetSuite) activity

An activity that adds a note to an entity record in NetSuite.



Configure the Add Note activity

To configure the Add Note activity, do the procedure in this topic.

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 tab.
      2. On the NetSuite tab, drag the Add Note activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Add Note .
  3. Complete the fields on the Add Note Configuration screen.

    For more information, refer to Add a Note to an Entity Record in NetSuite.

  4. (Optional) Click Advanced > E-mail Notifications .

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Add Note Configuration

Specifies the contents of a note to add to an entity record.

Screen



Fields

Field Name Definition

NetSuite

Function:
Specifies the access token that connects to your NetSuite application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token

Opens this Screen:
Access Token for NetSuite
Function of this Screen:
Configure an access token to connect to NetSuite.

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

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