Saved Search CSV on Create

Hello,

I have a saved search that I would like to email the results from an Item Fulfillment when it is saved/created. I have setup to on create to email and CSV however it just sends an email with data in the body and no attachment?

 

Any ideas? I looked at a workflow but didn’t seem to be able to get this to work either.

Rookie Asked on November 30, 2022 in Saved Searches.
Add Comment
2 Answer(s)

Edit the search. On the “customize message” subtab of the “Email” tab, scroll all the way down.  For the summarized results, select the “send as csv” radio button (as opposed to the “send within message” radio button which you currently have selected).  Uncheck the “Include View Record Link” checkbox (unless you still want that).

Intermediate Answered on November 30, 2022.

Thanks James. This is what I had done however the email alerts when records are created/updated are still just within the body of the email?

on November 30, 2022.

Not sure. You’re going to have to do some troubleshooting. Are you sure you’re looking at the correct saved search? Try changing the email subject/body text just to double check.  In the specific recipients area, do you have show recent changes selected (this would display in the email body)? There may also be something weird about your saved search criteria. Double check that the criteria would produce a result after the record is created/updated.

on December 8, 2022.

Hello James,

I have created a completely blank search with just a type criteria and send on save but it only comes inbody text not the CSV like I have selected.

on April 19, 2023.
Add Comment

Hi JM1982,

You can create the email template for Item Fulfillment transaction and select the email template on “customize message” subtab of the “Email” tab.

Beginner Answered on February 7, 2023.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor