Report supplier creation from a particular custom report

I have a requirement where I need to report if a particular role has created a new supplier. I do not want to use a workflow, just send out email to a certain person if this happens. I tried creating a saved search and selected User:Role to the desired one but how to check if the action = create new record?


Beginner Asked on March 16, 2021 in Purchasing.
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You might want to try searching based on System Notes instead of Supplier. There you can set the Record Type, Role and Context if it’s a “Create” or “Change”.


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Beginner Answered on March 18, 2021.
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