can a workflow be setup to send an email with atta...
# suiteflowm
mattb
03/12/2022, 1:26 AMcan a workflow be setup to send an email with attached saved search results just like a saved search export (to email) would?
a
AI1
03/12/2022, 1:29 AMThe email action will run on every result of your saved search. So if you saved search has 100 sales orders in the results it will send 100 emails. 1 for each SO
It doesn't email out the list of results
m
mattb
03/12/2022, 1:29 AMhmm yeah bugger. thank you!
mattb
03/12/2022, 1:30 AMall i’m trying to do is customised a saved search email (with results as a csv attached) with a custom field or a simple formula and thought workflow might have been the answer
a
AI1
03/12/2022, 1:32 AMYou can do this from the email tab of the saved search it self. Set it up to run on a schedule and then you can include the results as a csv
m
mattb
03/12/2022, 1:33 AMyep doing that now, but i now just have a need to get a custom field into the email’s subject or body but i believe that is possible with single record results only
a
AI1
03/12/2022, 1:34 AMCorrect. You can put text in the intro box that will be in the body of your email. but I don't think you can source custom field values in there. You can try it but I don't think it will work
m
mattb
03/12/2022, 1:35 AMyeah indeed it does not