Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Email Notification for Release of Work Order
I'm trying to set up an automated email notification when a Work Order's status is changed to Released. I've set up similar notifications before for record status changes in saved searches, but this one is not working for some reason.
I created a saved search "Open Work Orders" which lists Type = Work Order, Status = any of "Work Order: Planned, Work Order:Released", and Main Line = True.
In the Email subtab, I set myself as the recipient and set Updated Fields to Field = Status, When New Value Is = "Released".
When I release a work order, no notification is sent. If I remove the Updated Fields setting and just have it send an alert when anything is changed, then I do get the email notification. Why does this not work when I try to limit the email to only Updated Fields = Status?