Customer wants to create an alert when the shipping cost of the sales order is 15% of the total sales order amount.
1. Navigate to Lists> Search> Saved Searches> New> Transaction.
2. Under Criteria tab> Standard sub tab> Filter, add the following:
- Type: Sales Order
- Main Line: True
- Formula (Numeric): is greater than 0.15, Formula: {shippingamount}/{amount}
3. Under Results tab> Columns sub tab> Field, add the following:
- Amount (Shipping)
- Formula (Percent): {shippingamount}/{amount}
- Formula (Text): case when ({shippingamount}/{amount}) > .15 then 1 else 0 end
4. Under Email tab, check Send Email Alerts When Records are Created/Updated box.
- Under Specific Recipients sub tab> Recipient, add the name to whom the email should be sent to.
5. Rename.
6. Save and Run.
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