By default, email alerts are triggered whenever a newly added record matches criteria defined in the saved search. Even though the SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED is check email will be send only in the creation of record.
You can enable a Send on Update option so that email alerts, for some or all users, also are triggered whenever an existing record is updated to match criteria defined in the saved search. Update alerts optionally can include information about recent changes. You also can filter update alerts to be sent only when certain fields change, or only when certain old and/or new values occur.
- If you want all recipients derived from results to receive alerts for updates as well as adds, enable the Send on Update option.
- If you have enabled the Send on Update option, and you want these alerts to include information about changes, enable the Show Recent Changes option.
- To filter update alerts to occur only for a subset of updates, click the Updated Fields subtab:
- If you want alerts to be sent only when a particular field is updated, select the field from the dropdown list.
- If you want alerts to be sent only when a particular old value (value before update) occurs for the selected updated field, enter that value.
- If you want updates to be sent only for a particular new value (value after update) occurs for the selected updated field, enter that value.