Scheduled Saved Search of Inactive Employee Not Sending Email

Scenario

Scheduled Saved Searches owned by inactive employees stopped sending emails.  

Solution

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.

A. Create a Saved Saved Search Search

1. Navigate to Lists > Search > Saved Searches > New

2. Click Saved Search

3. Search Title: Enter title

4. Click Criteria

5. Click Standard

6. Filter:

• Select Owner

• Show Inactives: Enter Checkmark

• Owner: Select any of <inactive employee>

• Click Set

• Select Scheduled

• Select Yes

• Click Set

7. Click Save & Run

B. Change Saved Search Owner

1. Login as an administrator
2. Run the saved search from Section A
3. Saved search from results: Click Edit
4. Owner: Select an active employee that has the Publish Search (Edit) permission in one of their roles
5. Click Save
   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

C. Reactivate the Schedule