- When saving your query to use as a selection within the "Set save options" tab of the query window, ensure that you have marked the box "Create a selection" and the box "Create a dynamic selection". If you do not mark the "Create a selection" box, you will not be able to find your selection when creating your notification.
- Ensure that the Source View of your selection (query) matches the record type you have selected in the "Add notifications" window. To do this, determine which record type your notification is being made for, then when creating your query select the "source view" that has the same exact name as your record type. If your selection source view does not match your record type create a new query under the correct source view but use the same requirements for pulling the records you need.
Connect and collaborate with fellow Blackbaud users.