How to create a saves search to email me when the ...
# ask-stanley-ai
s
How to create a saves search to email me when the name of the department has changed
c
AI generated answer (using internal Slack threads):
To create a saved search that emails you when the name of a department has changed, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to create a saved search for. In this case, it would be 'Department'. 3. In the Criteria subtab, add a new filter. Select 'System Notes Fields...' > 'Field' and set the value to 'Name'. This will filter for changes in the department name. 4. Still in the Criteria subtab, add another filter. Select 'System Notes Fields...' > 'Date' and set the value to 'within today'. This will filter for changes that occurred today. 5. In the Results subtab, add the fields you want to display in the search results. You might want to include 'Name', 'System Notes: Date', 'System Notes: Field', 'System Notes: Old Value', and 'System Notes: New Value'. 6. In the Email subtab, add your email to the 'Recipient' field. You can also customize the 'Subject' and 'Message' fields. 7. Make sure to uncheck the 'Send if No Results' checkbox. This way, you will only receive an email if there are results, i.e., if a department name has changed. 8. Save the search. Now, you will receive an email whenever a department name changes. Please note that this will only track changes made from the moment the saved search is created. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826620877
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824274838
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823376954
Please provide your feedback on this answer.