Add Note (NetSuite) activity

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


Add Note activity

Configure the Add Note activity

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

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the NetSuite tab.

    Open NetSuite tab
  3. On the NetSuite tab, drag the Add Note activity onto your process.

    Drag Add Note activity

General Configuration

Specifies the basic settings for the Add Note activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Connection Timeout (Seconds)

Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents

  • A number of seconds
Default Value:
600
Accepts Variables:
No

Add Note Configuration

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

Figure: Add Note Configuration screen

Add Note Configuration screen

Fields

Field NameDefinition

NetSuite

Description:
Specifies the access token that connects to your NetSuite application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon

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

Note Title

Description:
Specifies your note title.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
Yes

Parent Entity Record Internal ID

Description:
Specifies the internal ID of the record for which to add a note.
Allowed Values:
A record internal ID.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Note Body

Description:
Specifies the content of your note.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Note Direction

Description:
Specifies whether the note is generated from an external source or generated from within the record.
Allowed 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 Variables:
No

Store Response Note ID in This Variable

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

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?