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Last Post 18 Nov 2022 05:24 PM by  Steve L
How to force SF a new order alert
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31 Oct 2022 02:53 PM

    Hi Stephen.

    Sometimes clients send me a request to change an order they have made.
    For example, a wrong address, add or delete a product etc.
    When I do so then I like to have a new order alert.
    How or what is the best way to get this done?

    Regards, Ton

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    Veteran Member


    Posts:2951
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    02 Nov 2022 05:29 PM

    The Order Update email template under Configuration > Communication settings has an IF condition in the Mail To that looks something like this:

    {xsl:if test="in/salesOrder/shippingStatus = 3 and in/salesOrder/previousShippingStatus != in/salesOrder/shippingStatus" }{xsl:value-of select="in/user/email" /}{/xsl:if}

    It basically tells it to only issue an update if the shipping status has changed by setting the Mail To to the user's email (blank email would tell the system not to send out).

    You can remove the IF condition so that it will always send anytime any of the statuses change (not just the shipping status) when you save the sales order in the Sales > Orders administration screen. It would look like this without the IF condition:

    {xsl:value-of select="in/user/email" /}

    I hope this helps.

     

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    Basic Member


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    10 Nov 2022 09:00 AM

    Hi Stephen,

    I have the following code in the "mail to" section of the order alert.
    {xsl:if test="in/salesOrder/SalesOrderStatus = 9}{xsl:value-of select="in/user/email" /}{/xsl:if}

    The thought behind this is.
    - I send the customer a changed receipt of the order.
    (This change can be everything from a corrected address, new or removed products etc, etc.)
    - then I set the order as "quoted" and the system sent me as administrator a new alert.
    - When the customer agrees then I can set the order from "quoted" to "ordered".

    However, this does not work.
    I have searched in the knowledge manual for the status and the corresponding number.
    I can find the status description; I cannot find the status number.
    Are you able to help me out with this or is this scenario not possible?

    Regards, Ton

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    18 Nov 2022 05:24 PM
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