Scenario
When user tried to install a bundle, they encounter an error upon clicking Install button.
Solution
One possible reason is that a Custom Form component has a custom email template.
To remove the error, Default Email Template needs to be selected for Email Message Template field.
Assigning an Email Template to a Transaction Type
You can select which transaction email template to use for each transaction type when NetSuite sends transaction emails with a PDF attachment.
You can select transaction email templates for the following types of transactions:
- Sales Orders
- Invoices
- Cash Sales
- Purchase Orders
- Estimates
- Credit Memos
- Return Authorizations
- Cash Refunds
- Opportunities
- Purchase Contracts
- Blanket Purchase Orders
- Request for Quotes
To use a custom email template, you must first customize a transaction form. This feature does not support standard transaction forms, and all email sent from standard transaction forms use the NetSuite default email template. The standard email template can be defined at Setup > Company > Email > Email Preferences (Administrator). To use a custom template in your transaction emails, select Transaction in the Record Type field. You can also clear the Record Type field in the template form. Go to Documents > Templates > Email Templates > [select a template].
You can control access to email templates with permissions that control access to transaction types. Use the Email Template and Custom Transaction Forms permissions.
You can use SuiteScript to select which email templates to use with all supported transaction types, except GL Impact.
There are two ways to assign an email template to a transaction type.
To assign an email template from a transaction form:
- Go to a transaction form for the transaction type for which you would like to select a template.
- Go to Customize > Customize Form and select the template from the Email Message Template list.
- Click Save.
To assign an email template from the Custom Transaction Forms page:
- Go to Customization > Forms > Transaction Forms and then click the Customize link for the transaction type to add a template to.
- Select the template from the Email Message Template list.
- Click Save.
You can use the Custom Transaction form to email transactions that use the customized email template.