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Email Alert based on specific password/list


Mcsirl

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Hi mcSirl,

 

Yes ewe think this is possible using a Scheduled Custom Report, which will trigger an email based off a keyword in your Description field of the Password Record.

 

You should create a scheduled report based off this forum post:  https://www.clickstudios.com.au/community/index.php?/topic/2429-creating-a-custom-scheduled-report/ but make the following changes:

 

  1. In Step 4, make the Activity Type as Password Viewed
  2. Also in Step 4, add in a filter on a  keyword you have in the Description field in the password record.  try to make this keyword fairly unique so it doesn't accidentally find a second record

 

Here's a couple of screenshots to help explain this:

 

2019-06-25_9-19-27.png

 

2019-06-25_9-24-21.png

 

Hope this helps!

Support.

 

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