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This topic contains 4 replies, has 0 voices, and was last updated by zackb22 7 years, 10 months ago.

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  • December 21, 2016 at 3:57 pm #5025 Score: 0

    n.tiwari@manduka.com
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    Hi,

    We are setting up a saved search notification that triggers only for specific conditions including a condition that shipdate is on or after 10 days from today.

    This is to send our customers a notification for their future order just 10 days before the shipdate on the order.

    We want to send email with a custom body and SO pinted pdf as attachment in the email. If we can’t attach the SO printed pdf itself then we can even attach a different pdf with some specific order info in it.

    I don’t see we can do this by regular saved search scheduled email options. May be there is a different way to accomplish this?
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  • December 21, 2016 at 4:03 pm #5026 Score: 0

    n.tiwari@manduka.com
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    Attached are screenshots of our saved search.

    Attached Files

  • December 21, 2016 at 4:34 pm #5027 Score: 0

    torin@aminian.com
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    You can send a PDF of the transaction using the send email action in a workflow. So I would recommend setting up a workflow to send this email. When creating the action use the saved search as the condition and be sure to mark the checkbox for include transaction and select PDF as type. You will see these fields in the attachment section.

  • December 28, 2016 at 6:55 pm #5028 Score: 0

    n.tiwari@manduka.com
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    Thanks Torin,

    I was able to implement the schedule and get pdf of the transaction. Thanks for that!

    My only other concern is we want to send emails only in weekdays to our customers. So, if the saved search has any results in the weekend then the workflow will not trigger the email action as the workflow is scheduled only for weekdays.

    Is there any way we can delay those orders that comes in the saved search results in weekends and have the email sent on Monday.

    It is important we send emails in weekdays only. And these orders won’t show up on Monday as in our saved search that show us orders having Ship Date on the 10th from today.

  • December 29, 2016 at 2:05 pm #5029 Score: 0

    zackb22
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    There are some formulas in the help section that calculate only business days. You could use one of those and just use that as a criteria to make it only show up when 10 business days have elapsed. This should make it so that it does not fire on weekends because it does not count weekends.

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