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Question

Email Alert based on Child Record.

  • April 2, 2019
  • 0 replies
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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
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  • April 2, 2019
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

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Hi, This did end up working.  There was just a slight delay in this version of the alert compared to the unfiltered alert.  Thx!

Glad to hear this worked for you!  Thanks for the follow-up