What is your criteria? I feel that I've run into i...
# general
e
What is your criteria? I feel that I've run into issues when I have Status as a criteria. i.e. If I want to email myself when a Sales Orders over $1000 is created it will work But If I want to email myself when a Sales Order over $1000 is BILLED, it doesn't seem to work
j
Status is a criteria here, actually. In this case I am having an email sent if CC authorization is a certain number of days old. Hmm maybe I will test by removing status
e
Curious to see how that goes. Let me know
c
Is this a summary saved search that you have? I believe that if in your results if anything is grouped, the email alerts won't work. At least, according to suiteanswers 8482 that is the case.
j
Thanks for checking, but nope no grouping in the results on this one.
c
I've run into some issues with alerts not being received and haven't been able to completely tell why. In some of those cases I resorted to sending the alerts via a workflow instead.
j
That's a good idea! Thanks for the your input
Still tinkering with this. Interestingly enough if I set a specific recipient to "Send on Update" and then modify something on the order, the email is triggered successfully. I seem to remember this being the case when I ran into this previously with other saved searches too.
e
I think it has something to do with the status change --- lets say your search is looking for billed orders with some other criteria of date = today and amount > $500. If you create an order on today thats > $500, it wont be marked as billed, so the email wont trigger. But you would assume that after the order ship and the invoice/cash sale is created, then the email would trigger because it's now Billed, Today and >$500 --- but it doesnt. But I believe (i'd need to double check on this) if you then edited that order and made ANY change, and saved it --- the email would trigger. I think it's something about the status being changed on the "back-end" that doesn't trigger the criteria on the "Send on Update" feature.
j
Makes sense what you're saying here, Eric. So I removed 'Status' as part of the criteria (I replaced it with 'Actual Ship Date' is empty) and still the order is picked up in the results but does not trigger the email. Frustrating!