Create Case Saved Search to Send an Email Alert Upon Case Closure

Creating a Case Saved Search to be able to notify users when a newly created case was set to Closed status.

Solution
  1. Navigate to Reports Saved Searches All Saved Searches New
  2. Search Type: Select Case
  3. Search Title: Enter Title
    Enter Title: Email Alert when a New Case was Set to Closed
  4. Filter:
    • Select Status
    • Status: Select Any of
    • Any Of: Select Closed
      • Select Date Created
      ○ Date Created: Select Within
      ○ Select Today

      • Select Status○ Date Created: Select Within 
      ○ Select Today
  5. Click Email
  6. Send Email Alerts When Records are Created/Updated checkbox: Enter Checkmark
  7. Click Recipients From Results
  8. Recipient Field:

    Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

    • Select Recipient
  9. Click Customize Message
  10. From: Select Sender Address
  11. Subject: Enter Subject
  12. Click Source Edit Mode
  13. Enter Custom Message
  14. Click Save & Run

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