Are saved searches unable to send emails when the ...
# general
j
Are saved searches unable to send emails when the results are summarized? (Group, Count) The only logical way for the search to work would to have summarized results, group name, count document number (to compare customers with multiple open orders), however, the emails only come in when ungrouped, but the logic does not work correctly as customers with only one open order still come into the search. SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED is checked, as well as Send On Update
b
This sounds like one of the functions of the saved search feature. There might be a summary setting that is off.
j
Any idea which setting?
b
Unfortunately, I wouldn't know off the top of my head. Anytime my company has run into this situation it has required us to take a deep look at their settings and how they created the search itself to discover what the problem is. Did you create the saved search yourself or did you work with your implementation/training contact to do so?
j
I created the search myself, I see the count changing due to orders meeting the criteria coming into the search, but emails do not get fired.
n
If you could post your criteria, results and email settings it would help. SEND ON CREATE/UPDATE takes some understanding. CREATE will work when the record is created with the attributes that immediately meet the search criteria. UPDATE wil work when your specific criteria change from one specified value to the next. That crlteria entered on the Email Update tab.
That email address is not the one being used, I switched it for privacy.
n
Good share! I think the issue is that in order to reach a count of > 1 then one of the records must have already existed and therefore cannot meet the WHEN CREATED condition. The UPDATE FIELDS tab doesn't have any field set, so NS doesn't know which field to check for a change. I think this will have to be a scheduled search or a scheduled script that runs it every 15 minutes.
j
How would I go about setting up a scheduled script/search that only notifies once upon an additional order being created when one or more exists?
n
I think you could more easily do a Workflow "On Create" and use the sane search to send the email.
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