Hi Team
Your inputs will be very valuable on the below Use case:
An email trigger on Transaction(RMA) on creation and Update on Line-Closed with other criteria
Can we use a single saved search to achieve both these scenarios
Have created a saved search on create but was wondering how to incorporate Line-closed scenario.
Thanks in advance.🙂
s
Sam-I-Am
04/22/2024, 5:29 PM
v
Venkateshwari
04/22/2024, 5:33 PM
Hey @Sam-I-Am
Thanks a ton for the prompt reply
I have a question line is not closed when the RMA is created, it can be closed after the RMA is created right
Venkateshwari
04/22/2024, 5:55 PM
If the line is not closed then the email is not triggered
s
Sam-I-Am
04/22/2024, 6:04 PM
When the record is created search will be triggered, again when any updates happens on the record ie line level changes. That means theoretically email will be sent for both ¯\_(ツ)_/¯
v
Venkateshwari
04/22/2024, 8:11 PM
Hey @Sam-I-Am This is not triggering email when created (New RMA) if Line Closed is not closed