Steps in creating saved search:
1. Create a new Saved Search by navigating to List > Search > Saved Searches > New
2. Choose Task
3. Add the following under Criteria :
- Status : is In Progress and Not Started
- Formula (Numeric) : case when {starttime} < {now} then 1 else 0 end Set equal to 1
- Specify recipients
- SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED = T
- Customize Message = enter message (optional)
- INCLUDE VIEW RECORD LINK = T (if users want to be able to open the task record via the email alert)
5. Save
No comments:
Post a Comment