Saturday, September 8, 2018

Insert 'Record Created' or 'Record Modified' in the Customized Subject of a Saved Search Alert


Scenario:

  • A user has created a saved search that sends out emails when any of its results gets modified or a new record matching the criteria is created
  • If the Subject field under Email tab > Customize Message subtab of the saved search is left blank, a suffix of 'Record Created' or 'Record Modified' automatically appears in the subject of the email alert. If texts are inserted in this field, these prefixes automatically disappear from the email alert's subject.

  • The user has entered a custom message in the Subject field but still wants to see the 'Record Created' or 'Record Modified' prefix in the email alert.

Resolution:

1. Navigate to Report > Saved Searches > All Saved Searches.
2. Edit the saved search sending the email alert.
3. Under Email tab > Customize Message subtab, insert this formula in the Subject field:
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Your Subject <%=decode({datecreated},{lastmodifieddate}, '(Record Created)','(Record Modified)')%>
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4. Click Save & Run. To test, edit any of the search's results and wait for the email alert.

Note: This formula does not apply to saved searches for custom records.

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