Create a Saved Search to Send Email Alerts to Purchase Order Approver When a New Transaction Is Created

Scenario:

Create a saved search to send email alerts to Purchase Approvers every time a new Purchase Order is created by their subordinates.

Solution:

Navigate to Lists > Search > Saved Searches > New 

Click Transaction

Search Title: Enter Title

Click Criteria tab

Click Standard subtab

Filters:

Select: Type

Select: Any of

Select: Purchase Order

Click Set

Select Status

Select: Any of

Select: Purchase Order: Pending Supervisor Approval

Click Set

Click Email tab 

Send Email Alerts When Records are Created/Updated: Enter Checkmark

Click Recipients from Results subtab

Send on Update: Enter Checkmark

Recipient Field: Select Requester Fields…

Requestor Field: Select Purchase Approver

Click Save & Run

Leave a comment

Your email address will not be published. Required fields are marked *