I'm trying to create an Saved Search Email Alert w...
# administration
j
I'm trying to create an Saved Search Email Alert when someone is provided Administrative Access in my NetSuite account. When i'm creating a Saved Search for Employee Records,
Updated Fields
doesn't have the
Role
field as an option. So, right now, I get a email every time a record is updated when my saved search criteria is met / even if that field isn't changed. Does anyone have any ideas for receiving email alerts when administrative access is provided on your account? Possibly a workflow?
c
You could try maybe having the search set so it's a scheduled search to run if you do not need to be alerted the exact moment the change happens. Either pulling the results from the day before, or possibly scheduled to run at the end of the day to pull the search results from that day. I would probably set it up so it's scheduled to run right away in the morning and pull the prior day's results. I did a test search for this, testing with our support team role.
In the criteria I did this:
j
Thanks, this is what I ended up doing. I don't need to be notified that moment, so the next daily pulling results for yesterday works fine. Thank you for the suggestion!
c
And in the results I did this:
Awesome, glad it worked out for you.