Tuesday, December 4, 2018

Use {results} in Email Alerts for Transaction Saved Searches

An alternate solution can be used to display the sales order information results, including all the items entered, in the email alert of a transaction saved search.

Here is how to do this:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click on the Transaction tab.
3. In the Criteria tab, add the following:

Filter: Main Line
Description: is false

Filter: Shipping Line
Description: is false

Filter: Tax Line
Description: is false

4. In the Results tab, make sure to include these:


5. For all fields in the Results tab, have their Summary Type set to Group.
6. Go to the Email tab.
7. Go to the Customize Email sub-tab.
8. In the customize email section, add {results}.
9. Add any other information pertinent to the email alert that will be sent.
10. Rename and save the email alert.

Note: By setting all fields to a summary type, they can now be included under the {results} option.  



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