Ways to Include Dynamic Values in Saved Search Email Content

1. Using `{fieldID}` Tokens (for Single-Record Results Only)

When your saved search returns only one record per email, you can insert field values dynamically like this:

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Hello,

A new sales order has been created:
- Order Number: {tranid}
- Customer: {entity}
- Amount: {total}
- Date: {trandate}

Thank you.

These tokens pull directly from the column IDs in the saved search.
This does NOT work when you’re grouping or summarizing data.

2. Use the `{results}` Token (for Multi-Record Emails)

In the “Single-Record Results” section of the Email tab:
Use {results} to output a list of matching rows.

Example:

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The following Sales Orders were updated:

{results}

This outputs the saved search results as a table in the email.

3. Formula-Based Email Body Content

Use this syntax:

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<%= 'Total Amount: $' + {total} %>

This allows you to combine static text and field values, and format them inline.

Note: This also works with simple JavaScript-style expressions, like:

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<%= 'Order Amount (w/ tax): $' + ({total} * 1.1) %>

4. Email Format Options

In the Saved Search > Email > Customize Message section, you can:

Choose to Embed Results in Email.
Attach results as:
CSV
Excel (XLS)
PDF

5. Disable “Include View Record Link”

If you don’t want a link to each individual result record in the email, uncheck this option.
This makes the email cleaner, especially for external recipients.

6. Custom HTML Email Body

You can write the entire email content as HTML:

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<html>
<body>
  <p>Hello,</p>
  <p>Your recent order details:</p>
  <ul>
    <li>Order #: {tranid}</li>
    <li>Date: {trandate}</li>
    <li>Total: {total}</li>
  </ul>
</body>
</html>

Works well when using “Send in HTML Format” checkbox.

🔁 Advanced Option: Use SuiteScript

If you need more flexibility, such as:

MAX, COUNT, SUM
Custom logic
Complex formatting

Then you can use SuiteScript (Scheduled Script or Map/Reduce) to:

Run the saved search
Build your own HTML body
Send dynamic emails using email.send()

Let me know if you’d like a sample script template for that as well.

1. Using {fieldID} Tokens (for Single-Record Results Only)

2. Use the {results} Token (for Multi-Record Emails)