Tuesday, May 28, 2019

Create a Search that Sends Email Alerts on Vendor Bills Pending Approval.

1. Navigate to Lists > Search > Saved Searches > New > Transaction


2. Under Criteria tab > Standard subtab > Filter column and add the following fields:

a. Type: Bill
b. Status: Bill: Pending Approval

3. Navigate to Results tab>Columns subtab > Field column and add the following fields:

a. Date
b. Number
c. Name
d. Amount
e. Account

4. On the Email tab, mark the Send Email Alerts When Records are Created/Updated check box.


5. On the Email tab > Specific Recipients subtab, user can enter the desired recipients of the email alert


6. Enter a title of the search under the Search Title field


7. Click Save & Run button


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