Monday, October 15, 2018

Set the Sender of a Saved Search Alert to the Record Creator Name and Email Address.

 

Solution: (Purchase order alert)
1. As user1, navigate to Lists > Search > Saved Searches > New.
2. Click Transaction.
3. Click Criteria tab.
4. Click Standard sub tab.
5. Select Type under the Filter column.
6. Click to highlight Purchase Order.
7. Click Set.
8. Click on the Results tab.
9. Set all the fields needed for the result of the search.
10. Click the Email tab.
11. Check the Send Email Alerts When Records are Created/Updated checkbox.
12. Click Customize Message subtab.
13. Set the From field to "{user.entityid}" <{user.email}>.
14. Enter your custom message on the Body.
15. Click Save.
16. Click Specific Recipients subtab.
17. Select the name of the recipient under the Recipient column.
18. Login as user 2.
19. Navigate to Transactions > Purchases/Vendors > Enter Purchase Orders.
20. Enter vendor name on the Vendor field.
21. Select the items on the Items tab.
22. Click Save.

Result: The value of the From field on the email alert is = User Name <user email>.

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