How to create a saved search that flags when a date field is approaching and sends email to notify users that the date is approaching

AI generated answer (using internal Slack threads):

To create a saved search that flags when a date field is approaching and sends an email to notify users, you can follow these steps: 1. Navigate to the saved search creation page in NetSuite. 2. Define the criteria for your saved search. In this case, you want to flag when a date field is approaching. You can use a formula numeric criteria to achieve this. For example, if you want to send an alert 6 weeks before the date field, your formula would be

{datefield} - {today} = 42

. You can adjust the number to fit the number of days you want the alert to be sent before the date field. 3. After defining the criteria, go to the 'Email' subtab of the saved search. Here, you can define the recipients of the email alert. You can add specific users, roles, or even the creator of the record. 4. In the 'Schedule' subtab, you can define the frequency of the email alert. If you want the alert to be sent daily, select 'Daily'. If you want it to be sent only on specific days, you can create multiple copies of the saved search with different schedules. 5. Make sure to uncheck the 'Send if No Results' checkbox. This way, the email will only be sent if there are results that match the criteria of the saved search. 6. Save the search. Remember, if you need the search also accessible via the UI, then you should create a private copy just for doing the scheduled emails (as there won't be results on the other days). Please note that this method will send an email alert based on the criteria of the saved search. If you want to send an email only when a record is created, not updated, you might want to consider using a workflow instead of a saved search. You can set a criteria for

DateCreated = {systemdate}

in the saved search, so the search will only show items created today. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******