I am trying to create a saved search that sends al...
# beginnersm
Mike Hagan
06/22/2021, 6:56 PMI am trying to create a saved search that sends alerts when certain fields are changed, added, or deleted. My problem is that I cannot seem to find the right link to show when items are added or deleted. Does anyone have a good suggestion on how to make this happen?
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KevinJ of Kansas
06/22/2021, 7:12 PMNot any that don't involve writing a script to set a body field.
KevinJ of Kansas
06/22/2021, 7:13 PMCan always set your alert on "amount" but that's a mixed bag of effectiveness.
KevinJ of Kansas
06/22/2021, 7:13 PMi.e if someone changes from Item A to Item B - you wouldn't get an alert if price was set up to match
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Mike Hagan
06/22/2021, 7:13 PMI currently have it set with amount, quantity and change of item.
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KevinJ of Kansas
06/22/2021, 7:14 PMyou could make your alert on the transaction total amount field
KevinJ of Kansas
06/22/2021, 7:14 PMif those other ones are workin for you
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Mike Hagan
06/22/2021, 7:15 PMYes, these are working for me, just wondering if I could go further with it and let them know when an item(s) is added or deleted. Looks like they will get what I have and can do.
Mike Hagan
06/22/2021, 7:15 PMThanks
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KevinJ of Kansas
06/22/2021, 7:24 PMDeleted items join the ether - only way you can see it was done is if there was a change in total.
KevinJ of Kansas
06/22/2021, 7:24 PMyou can view the GL impact as well
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Mike Hagan
06/22/2021, 7:31 PMYes, thanks
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Sarah Rynja
06/28/2021, 3:51 AMagree re deleting, which is why I prefer to make inactive rather than delete. Can run reports on those.