Sales Order - Pickup Ready Notification

Hi ​@adaughenbaugh95,

It looks like your Business Event Type is “Trigger By Record Change,” which just monitors a GI for whatever conditions you set before it activates.  You need to change it to “Trigger By Schedule.”

As a heads up, I’ve never had luck adding an existing schedule to the Schedule tab in Business Events.  I always Create Schedule, which will trigger a pop-up screen for you to do so.

Good luck!

​@craig2, thanks, I’ll give that a try.

So, the By Record change could have worked on it’s own or I can run it on a Schedule ?

I may try both and see which works best for the site.

I don’t want to guarantee anything without being able to mess with it myself, but just speaking from my experience I probably have a 10:1 ratio on Record Change Type to Schedule Type Business Events.  Every organization is different of course.  So yes, Trigger by Record change is certainly at least worth trying.  And if it works as intended, it would function “live” sending your emails rather than just a scan twice a day.

Some standard-issue tips for Business Event reliability - keep the GI as simple as possible to meet the needs of the scenario, ensure any fields used in Joins are also in the Results, carefully select the Fields to Track (I think in your case it might just be SOOrder.Status?)

Good luck!