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Linda McIntosh
Best way to create an email alert on Case trends with criteria
What would be the best way to send an email alert to the CEO if three cases with the same lot # (a text field) are created in a 45 day period? This is a moving target so, for instance, there could be 5 cases created but if 3 cases aren't created in the 45 day period, it should not fire.
Any suggestions?
Any suggestions?
I don't believe this is possible without having to write code. Are you open to that possibility?
You might want to look into Report Subscribe feature: https://help.salesforce.com/htviewhelpdoc?id=reports_notifications_home.htm&siteLang=en_US
If the subscribed report is not good enough, I will have to go to coding if this request is high enough to spend the time creating code. Can you give me some idea as to what would be required if we went to writing some Apex code?
Going the code route will add complexities since it will be harder to manage, but there are ways to build it so that you can always turn the emails off. I can provide the code for you and some instructions. If you feel comfortable following them, do so, else you can probably find a developer to take care of this for you in a few hours.
The code is tested and it works.
If you ever want to disable this functionality, then you just need to disable the Workflow.
Good Luck :)
I built everything as you suggested. Only thing I changed was the code to use the correct API Name for the Lot Number. Problem is that the trigger does not seem to be checking the box (I exposed for me so I can see what is happening) when three cases were created/edited with same lot number. I do have other flows/validation rules going on but nothing that should impact. Only updating record type (upon creation) and other field updates/email alerts not associated to the Lot Number field. One validation rule that requires the Lot Number if a related Shipment object is created.
Also, what do I need to modify code to only update checkbox if the record type ID is "01240000000IbO4"?
Below is a snapshot of the new field, field update, email alert, W/F and trigger. Really appreciate your help.
Field:
Field Update:
Email Alert:
W/F:
Here is my code:
Linda