Managing Alerts
- Persia Xenopoulou (Deactivated)
Table of Contents
Navigating to Alerts
FOUNDATION > WORKFLOWS > SET UP AND MANAGE ALERTS > MANAGE ALERTS
Using Alerts
Alerts are communications triggered by the System and sent to Users. They can be used to inform Users of upcoming tasks they have been assigned or of changes done in the System which might affect them. Alerts can be created for Activities, Jobs, Service Requests Subscriptions and (as from CRM.COM R11.0.0) Reward Offers using Alert Tags, to dynamically generate information based on data kept on the entity that is communicated through the Alert.
To use the Alert functionality, Alert Definitions must be set up which will define the content and recipients of the Alert. The Alert Definitions are then assigned to Workflow Rules. When the Workflow rule is triggered, the Alert is sent.
- Navigate to Alerts and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to DELETE existing Alerts.
- Use BACK to return to the Summary page.
Check the Validations & Restrictions Table for a list of available Actions when working with Alerts including each Action's related restrictions, validations and additional information. View the Attributes Table below for a comprehensive description of the Alerts fields.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| Create |
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| Edit |
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| Delete |
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Attributes
Name | Description |
|---|---|
Number | The number of the Alert. |
Life Cycle State | The Life Cycle of the Alert, which can be either:
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Type | The Type of the Alert, which can be either:
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Entity | The Entity Number of the actual record and the name of the entity that was communicated through the Alert, which can be:
|
Subject | The subject of the Alert. This information is applicable only if the Alert Type is email. |
Content | The content of the Alert. |
Recipient | The user that received the email or SMS through the Alert. |
Recipient Email Address | The recipient's email address, if the Alert Type is email. |
Recipient Phone Number | The recipient's phone number, if the Alert Type is SMS. |
Alert Definition | The Alert Definition that was used to send the Alert. |
Workflow Rule | The Workflow Rule that triggered the Alert. |
Error Code | The code of the error that occurred while sending the Alert if the Alert's Life Cycle State is 'Rejected'. |
Error Description | The description of the error that occurred while sending the Alert if the Alert's Life Cycle State is 'Rejected'. |
| Log Information | |
Log Information | The standard set of Log Details information available in all entities. |
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