Scenario
User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.
Solution
The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:
1. Go to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
8. Click Save & Run
1. Go to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
- Type : is Journal
- System Notes : Type : is Change
- System Notes : New Value : starts with Approved for Posting
- Send Email Alerts when Records are Created/Updated: Enter Checkmark
- Recipient From Results:
- Send on Update: Enter Checkmark
- Recipient Field: Enter Created By
8. Click Save & Run