Module 16: Email Notifications - Suite Analytics Learning Hub

Notification Emails

The Email subtab lets you send automatic notifications when search results match certain conditions. You can trigger emails when records are created or updated, and customize the message with dynamic field tokens.

Trigger Options

⚡ When to Send

Option	Triggers When
Send When Records Created	New record matches search criteria
Send When Records Updated	Existing record is modified and matches criteria
Show Recent Changes	Email highlights what changed on the record

Recipient Types

Type	Description
Specific Recipients	Fixed list of employees — always receive emails
Recipients from Results	Dynamic — email field in search results determines recipient
Allow Subscriptions	Users can opt-in via Home → Set Preferences → Alerts

Customizing the Message

✉️ Email Fields

From: Sender's email address (default or custom)
Subject: Use field tokens like {name} or {tranid}
Body: HTML or Rich Text with Insert Field option

💡 Example: Low Inventory Alert

Search: Items where Quantity On Hand ≤ Reorder Point

Recipients: Purchasing Manager (Specific)

Subject: Low Inventory Alert: {itemid}

Body: The following item needs to be reordered: {itemid} - Current Qty: {quantityonhand}

💡 Recipients from Results

To use "Recipients from Results," you must include an email field in your Results columns. The email address in that column receives the notification for that specific record.

🎯 Key Takeaways

Trigger emails on record create or update
Use Specific Recipients for fixed distribution
Use Recipients from Results for dynamic recipients
Customize Subject and Body with field tokens
Enable Subscriptions for user opt-in

← Previous: Deployment Next: Scheduled Emails →

📧 Module 16: Email Notifications