As you know, we can create custom alerts on form to get notified if the data is changed or due date is passed. When we set an alert, system give an option to choose all fields or a specific field. If we select a specific field, whenever there is a change in that field for any record, the alert will be triggered.
However, there can be scenario where you need alerts only when that field is changed for certain records. This is possible with filters, let me show how.
Suppose our scenario is to trigger an alert when Customer Requisition field is changed in Sales order, but alerts should only work for Partially released Sales orders.
Go to Sales order form and filter on Release Status as Partially released.
Click on options and select ‘Create a Custom alert’ button and in field set Customer Requisition and event as ‘has changed’.
I changed the value of customer requisition field from 162870 to 162871 in a Partially Released sales order (Sales order number S9008381).
System triggered an email informing me that customer requisition has been changed in Sales order S9008381.
I have tested further by changing Customer Requisition in an ‘Open order’ Sales order and as expected, I did not receive an email notification.
We can add more filters in form wherever possible to cater more conditions. Hope this article will help you.
Comments
Post a Comment