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:

Name
Date
Number
Item
Amount

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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