Saved Search CSV on Create
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.
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).
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?
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.
You can create the email template for Item Fulfillment transaction and select the email template on “customize message” subtab of the “Email” tab.