Add a Note to a NetSuite Entity

Add Note Configuration Screen

Prerequisites

• Create an access token for your NetSuite application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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.
3. Click Add Note .

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 . For more information, refer to New NetSuite Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Note Title	Function: Specifies your note title. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: Yes
   Parent Entity ID	Function: Specifies the ID of entity connected to your note. Accepted Values: A valid entity 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. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Add Note (NetSuite) activity
• Configure General Options for a CRM Activity
• Process Data Variables