Saturday, December 29, 2018

Send an email alert when an entity record is created on a weekend.

1. Create a new customer search, List > Search > Saved Searches > New > Contacts/Customer/Vendor/Partner
2. Add the criteria:
Formula (Numeric) | is 1 | Formula: Case WHEN to_char({datecreated},'D') NOT BETWEEN 2 AND 6 then 'T' END

3. Navigate to the Email tab and add a specific recipient to whom you want the alert to be sent to.
4. Mark Send Email Alerts When Records are Created/Updated = T

Note: You may add a customized message and change the subject of the email by going into the Customize Message tab.

 

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