Tuesday, June 18, 2019

Send an Email Alert when a Case is Closed upon Creation

Send an Email Alert when a Case is Closed upon Creation.

To do this, please see the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Type is Case.
3. In the Criteria tab, add the following filter:
-Status is Closed
-Date Created is today
-Date Closed is today
4. In the Results tab, add the Fields users would like to see in the Results page.
5. In the Email tab, check the Send Email Alerts When Records are Created/Updated box.
6. Add Recipients from the Specific Recipients subtab and/or Recipients from Results subtab.
7. Navigate to the Customize Message subtab to enter the message users would like to appear in the email alert.
8. Rename the Search Title.
9. Click Save & Run.

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