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 case assignment 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:
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 (read this article for instructions on how to create message templates in Netsuite):
Note - before you finish setting up your workflow, if you've got multiple Sender IDs and you'd like to assign one to your workflow, this article can show you how.
When you've finished setting the parameters, click Save.
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.