Is it possible to get a Saved Search to send an em...
# general
t
Is it possible to get a Saved Search to send an email based on summary field criteria? For example, an external automation marks the checkbox "Processed" on all Sales Orders. I know if the number of Sales Orders where "Processed" is unchecked reaches 500 or more, that means the automation is stuck. I want an email warning when this happens.
d
On the results tab, show internal ID and add a Count summary. On the Summary criteria tab, use "Count, Internal ID greater than 500". Set up a scheduled email, but make sure "Send if no results" is unchecked. It'll only work daily. If you need it to work more quickly, you'll probably need to script the same thing to run at shorter intervals.
t
Thank you! Although I was personally expecting a solution that was more immediate, this is actually sufficient for the stakeholder, so I’ll go ahead and use this method. I appreciate it!
👍 1
It looks like I can also create additional similar Saved Searches and schedule them to run at a different time stamp each day to emulate higher frequency if necessary.