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I created a saved search alert to email when new r...
# general
a
I created a saved search alert to email when new records for the search are created, but the emails aren't sending?
r
What type of search is it?
a
transaction search for when a certain item is pulled
r
Did you create a new transaction?
a
Yes, created a new transaction with that item to test the email
but nothing is sent
the transaction shows up in the saved search report though
r
The checkbox for send on record create is checked and also a valid employee/email is put into the list?
a
message has been deleted
r
What type of transaction search is it?
a
SO
r
you created a new SO and it didn't email you
a
yep
shows up in the saved search though..
weird
r
Does it send if you update it?
a
nope, checked email settings too
set back up emails, it's like it's not even registering the email checkbox
r
hmm not sure on my end
a
would adding a custom message interfere with anything?
message has been deleted
appreciate the input though, I'll try my luck with support
l
Are the criteria met when the record was created?
a
yes
p
Just checking it’s not a sandbox you’re using?
a
nope, production
e
Can you show your criteria in that search?
a
message has been deleted
e
And when you run this search, you get the results you’re expecting?
a
yes
e
What happens if you remove the Main Line = T criteria? Does the email send then?
I’ve seen this issue before… I’m just struggling to remember how (or if) a solution came from it
a
if i set main line to true, no results come up
k
This is why I use workflows for alerts over saved search email alerts.
Troubleshooting that is a giant disaster.
a
well i learned my lesson hah.
e
Try then changing all of your “Item is” criteria to “Item on any line is”
a
will test with workflows
i'll test that eric thanks
e
Ultimately @KevinJ of Kansas is right… the easiest solution is to move to workflow for this.
a
how would i setup the workflow? with the saved search as the trigger?
or creation of a SO with that item?
k
requires more thought process than I have time for today - depends on what you are accomplishing.
is the short answer to the question
j
@AK if you figure this out, I'd love to learn too. A few months back, I asked a similar question about saved transaction search email alerts. In my case the email would trigger, but only about half of the time and for no clear reason that I could uncover. Very odd. I think it was Kevin who suggested then also to use a workflow instead, I just haven't had the time to spend time on it.
d
Anything set in "updated fields"? There's a Suiteanswer which alludes to emails not sending if these are set (13341)
a
@Dominic B appreciate the input! sadly it was already empty, so no luck there.
@Justin B ended up creating a saved search and workflow. the workflow simply triggers through the saved search record creation. I was having issues, but it finally works 100%. let me know if you have any questions or issues
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