Email Alert based on Child Record.

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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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Christine

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Posted 2 months ago

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Jake Rattner

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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