Process Activities / NetSuite tab
Parent topic: NetSuite tab

Create Folder (NetSuite) activity

An activity that creates a folder in NetSuite.



Configure the Create Folder activity

To configure the Create Folder activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Organizer, 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 Create Folder 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 Create Folder .
  3. Complete the fields on the Create Folder Configuration screen.

    For more information, refer to Create a Folder in NetSuite.

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

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

General Configuration

Specifies the basic information for a CRM activity.



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

Description
Function:
Specifies an optional 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

Create Folder Configuration

Specifies the information for the new folder.



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:
New NetSuite Access Token
Function of this Screen:
Configures a new access token for NetSuite.

Is Private
Function:
Specifies who can access an item.
Accepted Values:
  • Selected - Only the owner and administrators can access the item.
  • Deselected - Everyone can access the item.
Default Value:
Deselected
Accepts Process Data Variables:
No

Folder Name
Function:
Specifies the name of a folder.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder Description
Function:
A description of the folder.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Store the Response Folder ID to Process Attribute
Function:
Specifies the process data variable that contains the folder ID.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes
Parent topic: NetSuite tab

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Documentation Updated: December 3, 2015

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