Scenario

A scheduled saved search is not sending emails.

It is possible that scheduled Saved Searches owned by inactive employees will stop sending emails.

The best practice for when Employee Records are set to inactive is to double check if they own any saved searches. A saved saved search search can be created for this purpose. After identifying the scheduled searches owned by the Employee, the Owner field of those searches can be changed to an active Employee (preferably an employee that has the Publish Search (Edit) permission in any of that employee's roles).

Note: Changing the owner of a scheduled search disables the schedule. The new Owner will have to edit the search to enable the Email > Send Emails According to Schedule preference, then save the saved search, in order for the emails to start sending on schedule.

Solution

1. Create a Saved Saved Search Search
   1. Navigate toLists>Search>Saved Searches>New
   2. ClickSaved Search
   3. Search Title: Enter title
   4. ClickCriteria
   5. ClickStandard
   6. Filter:
      1. SelectOwner
         1. Show Inactives: EnterCheckmark
         2. Owner: Selectany of
         3. ClickSelect Multiple
         4. Click Selection to Add:Select name of inactive employee
         5. ClickDone
         6. ClickSet
      2. SelectScheduled
         • Scheduled: SelectYes
         • ClickSet
   7. ClickSave & Run
      
2. Change Saved Search Owner
   1. Login as an administrator
   2. Run the saved search created in step 1
   3. Saved search from results: ClickEdit
   4. Owner: Select an active employee that has the Publish Search=Edit permission in one of their roles
   5. ClickSave
      Note: You may want to note the Search Title or ID of the search.
   6. Repeat steps 2 through 5 for each saved search you want to update
      
3. Reactivate the Schedule
   1. Have the new Owner login and proceed with the below steps for each search that was edited
      Note: The new owner must use a role with the Publish Search=Edit permission.
   2. Navigate toLists>Search>Saved Searches
   3. Saved Search: ClickEdit
   4. ClickEmail
   5. Send Emails According To Schedule: EnterCheckmark
      Note: Reenabling the preference does not change or reset the settings in the Schedule subtab.
   6. ClickSave & Run