How to Create Alerts Based on Required Questions in a Reconciliation Review — Cloud Customer Connect
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How to Create Alerts Based on Required Questions in a Reconciliation Review

in Account Reconciliation 3 comments

Summary:

I need assistance with setting up alerts for required questions in a reconciliation review process. The questions are formatted as yes/no, and they must be answered before submitting or approving a reconciliation.

Requirement: If the answer is "No" to any question, an alert should be created.

I have already created an alert attribute, but it is currently separate from the questions. I need guidance on how to link the alerts to the answers of the questions below.


Question Examples:

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