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Andrew_ENT
Contributor III
Contributor III

Email Alerts for New Orders

Hi all, I've used n-Printing many moons ago, but not yet used the new alerts in Qliksense Cloud.

We have a use case, whereby our Sales team would like to receive an alert every time a new order is loaded onto our ERP system. We have CDC and the data is usually in Qlik within a couple of hours so this seems possible.

They would like to see

When new data is received by Qlik, If Sales Manager ='Joe Bloggs', then email Joe.Blogs@ourcompanyname.com, Title=[Customer Name] & "New Order" & [Order Number], Body = Expected Ship Date, Material ID, Net Weight, Net Value.

But can we even have that as a trigger? I thought the conditions needed to be things like "when this measure has passed this value", then do X.

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1 Solution

Accepted Solutions
rubenmarin

Hi, I think that right now you best option to send customized emails is to use an automation with the help of scripting to identify new records with a flag. The automation can filter by that flag and in a bucle send the different emails needed.

An example on how to do that can be found here: https://www.youtube.com/watch?v=CC1evZTOZtI

Another option could be using the in-built report tool, using a html template that sends all the new orders since the last reload in one email. I think than sooner rather than later we will have to option to cycle by field values, wich will give the option to send an email by each order.

View solution in original post

1 Reply
rubenmarin

Hi, I think that right now you best option to send customized emails is to use an automation with the help of scripting to identify new records with a flag. The automation can filter by that flag and in a bucle send the different emails needed.

An example on how to do that can be found here: https://www.youtube.com/watch?v=CC1evZTOZtI

Another option could be using the in-built report tool, using a html template that sends all the new orders since the last reload in one email. I think than sooner rather than later we will have to option to cycle by field values, wich will give the option to send an email by each order.