This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Use the Pre-fill from NetSuite record attachments bot to automatically import pdf, .doc, .docx, .rtf, .png, .tif, .tiff, .jpg, .jpeg attachments from a NetSuite record to a placeholder document. Retrieve content without copy-pasting within a single, automated workflow.
Make sure that the option of attachment import is enabled for the corresponding custom button.
Example: Imagine a sales team using NetSuite to manage client proposals. Each proposal record in NetSuite contains various attachments, such as product brochures, pricing sheets, and service details. The sales team often needs to compile this information to create a comprehensive offer document.
How to setup
When the bot works by default:
The bot activates when the workflow is sent to the recipient.
Add the bot using the All bots tab as described in this article. Find the Pre-fill from the NetSuite Records bot in the list of bots and click Install bot.
Connection settings:
To connect the bot to your Netsuite account, select Connect in the Connection settings section. If needed, you can add multiple accounts, edit, or disconnect them at any time. You may add the same account several times as every new connection is saved separately.
Insert the values and click Apply.
Action settings:
Select the placeholder document that should be pre-filled.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.