Discussions

Expand all | Collapse all

Email Alert based on Child Record.

  • 1.  Email Alert based on Child Record.

    Posted 04-01-2019 20:26
    Is it possible to filter email alerts based on the child records?  I would like to alert the appropriate Team when a Purchase Order is received.  The associated Team is part of the child detail records, not the Parent PO itself.  I added a summary field which counts records if part of a Team, but adding this to the filter seems to preventing an alert from being triggered.  Thanks


  • 2.  RE: Email Alert based on Child Record.

    Posted 04-02-2019 14:43
    It sounds like you are taking the right approach and something is wrong with the filter.  Can you provide a screenshot of the filter setup?  Thanks


  • 3.  RE: Email Alert based on Child Record.

    Posted 05-29-2019 21:53
    Hi, This did end up working.  There was just a slight delay in this version of the alert compared to the unfiltered alert.  Thx!


  • 4.  RE: Email Alert based on Child Record.

    Posted 05-30-2019 15:50
    Glad to hear this worked for you!  Thanks for the follow-up