You are on the same page in all areas. And the process you've mentioned is the exact process I've followed. The problem is after budget is exceeded each new record created triggers a new notification
I want this notification to be sent with each new record created to my purchasing team and estimators so they can continue to monitor the issue. However as the next level up I only want one e-mail knowing job had an issue. Currently I am receiving 10-15 emails per job for being over budget at times and I only want one.
So I want one notification that always sends email when a record is created and budget is exceeded. I want another notification that sends email only after initial record that is created has caused job to exceed budget. It's the second notification I'm having issues with.
