Using Pre-configured workflows with SMS
The MessageMedia NetSuite Text Message Bundle is installed with pre-configured workflows that can be released and activated for use. In the example below, we shall edit a pre-configured workflow that sends an SMS alert to a support employee when a new support case is assigned to them.
Go to Customization in the toolbar, then Workflow, then Workflows (even though another sub-level menu will appear, still click on Workflows to access the list of pre-configured flows):
From the resulting list, select MessageMedia Case Assignment Alert. NOTE - the Release status of the workflow must be "Released":
You will then be taken to the Workflow builder.
Click Edit in the top right:
Click on the "State" (in this case, the state is named "Case Create Job Record"):
In the resulting window, under the actions tab, click on Create Record to edit the action:
In the resulting window, click in the Selection field next to SMS Template, and select the required template:
Save the workflow action.
Make sure the workflow is active by changing the status to “Released” by clicking on the edit icon in the workflow editor:
Select Released from the Released Status dropdown menu:
Click Save to save the workflow
Your MessageMedia Case Assignment Alert workflow is ready to be used.