Saved Search Email Results That Are Filtered?
I have a saved search against sales orders where I need the results sent to each employee who is on the sales order (there is a custom field with type List/Record of Employee).
I only want the employees to see their results - like if they were to view the saved search and a criteria is set as employee any of Mine. In the email tab I have Recipients set as the custom employee field. Will this make sure that only results for that recipient are received? Or do I need to script this as a scheduled script?
Posted Feb 19, 2026, 3:39 PM UTC
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