Watch a video…

…or follow a written guide:

You must be an Administrator to create new announcements. In the Administrator role, follow the guide below:

1. You must acknowledge any announcements in your portlet. Click the Acknolwedge button on any that you have not yet acknowledged:
 

2. Click the “Refresh” button:
 

3. There will now be a blue “You can create one here.” link. Click on the link:
 

4. This will open up the new [REED] Announcement record page:
 

Here is how the fields work:

1. Name - this is the name of the custom record. No user will see this. You must supply one. Make it unique so you can find this record later easily if you need.

2. Announcement Subject - This is the bold text that the user will see as a title for the message. This is user facing.

3. Announcement Message - This is unbolded text that will sit beneath the title. This is user facing. It should be a full description of the announcement.

4. Announcement Start & Announcement End Dates - These are the dates during which the announcment will be visible to users. It is inclusive of the dates selected. So if you select the start date: 24th of August, and the end date: 26th of August, users will see it on the 24th, 25th and 26th but not the 23rd or 27th.

5. Attachment: You can select 1 file from your NetSuite file cabinet to show as an attachment. Users will be able to click on a link and view the attachment in a new window.

6. Targeted Employees and Targeted Roles - if you do not want the announcement to be seen by everybody then you can specify targeted users and roles who can see it. Someone must meet both of these conditions to see the announcement so if the Users are: Robin, Jack and Bob, and the Roles are: Financial Controller then Robin, Jack and Bob will only be able to see it in the Financial Controller role. 

Note: At this stage, if you specify a targeted employee you do not have to specify a targeted role BUT if you specify a targeted role then you must specify a targeted employee also.

7. The All Employees and All Roles fields - these are the alternatives to the targeted employee/roles options. You can check these boxes and they will lock and clear their targeted counterpart. It is a shorthand way of selected every option. 

Note: If you select “All Employees” then you must also select “All Roles” and vice versa.

8. Background colour - you can select a colour for your announcement.

Once you have entered all the information it should look something like this:
 

Click the “Save” button at the top or the bottom.

Return to your dashboard and click “Refresh” on the portlet:
 

This should now display your announcement (if you are elligible for it):

When you have finished reading this article, please click on the “Next" button below to proceed to the next article in this series and keep learning about the product.