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Saved Search Email Alert to Trigger on Recipients from Results

edited Jun 2, 2025 2:41PM in Ask A Guru 11 comments

Hello,

I have created a saved search that triggers a summarised email alert at the end of the day to those employees who have Vendor Bills to approve. The custom Current Approver field identifies who is the next person to approve the Bill. The Saved Search is filtered to only show Custom Approver = MINE so that the user who runs the search only sees what is relevant for them. See criteria below.

When I add the Custom Approver field as the Recipients from Results, there is no email sent out to anyone.

The schedule is below.

Shouldn't this send out an email to anyone who meets these criteria (i.e. is a Current Approver)? I am not a Current Approver so I should not get an email but I would expect everyone else should get a summarised email.

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