There are two standard options.
All uploaded scan records are sent to a specified email address. Generally, this is used when uploading bulk scan records at the end of a day, shift, etc. You can find this option on the Advanced step when creating or editing your task’s workflow. Learn how to create or edit your task’s workflow.
Uploaded scan records are filtered before sending a formatted email to a specified email address or SMS recipient upon meeting specific conditions. The alert is sent when the content of a scan record meets pre-set conditions.
The conditions can be based on the barcode value, app-user, task, ID/asset description and any other data collected by the app user after each scan (e.g. text entry, menu choice, timestamp, GPS coordinate, address, secondary barcode scan value, etc.).
For this option to auto-alert, you will need to use Zapier as instructed below:
To automate the sending of an email based on a scan’s response text, you will need to create a 3 step Zapier function. The Zap will require the use of the Webhook tool which is only available on premium Zapier accounts.
Step 1 is creating the trigger from CodeREADr. Follow the instructions here to set up the triggers. You will need to use a validate scans service but it can be either offline or online. Obviously, online is recommended as it will send the data immediately.
Once you have the trigger set up, Step 2 will be using the Filter action on Zapier. Using the filter, we will set the Zap to continue only if our text contains the response we are looking for. The filter can be customized to send an email (or do any other action) based on any data from your scan including time or valid status.
Finally, we move on to Step 3. You will use the plus button to add a third action to your Zap. This action can be anything available but for this, we are selecting the Gmail “send email” option. From there, you can finish up by adding your desired email variables.
For custom alerts, you can use the Zapier API connector for automated alerts or you can use Google Sheet’s IMPORT DATA option and create your own triggers. Learn how to import CSV Files of scan records to Google sheets. There are many Google Sheets consultants that can help you set up a wide variety of alerts.