Creating a Case Saved Search to be able to notify users when a newly created case was set to Closed status.
Solution
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Search Type: Select Case
- Search Title: Enter Title
Enter Title: Email Alert when a New Case was Set to Closed - 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
- Click Email
- Send Email Alerts When Records are Created/Updated checkbox: Enter Checkmark
- Click Recipients From Results
- Recipient Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
• Select Recipient - Click Customize Message
- From: Select Sender Address
- Subject: Enter Subject
- Click Source Edit Mode
- Enter Custom Message
- Click Save & Run