Alerts can be distributed to Business Central users by using details from Customer, Vendor, the triggered table, or directly to an email address.
- Locate and open the Alert Entries page via search
- Highlight the appropriate Alert Entry and modify the Recipients list as required.
|Type||How the Name and Email are fetched.|
|Use a Field Value||Tick this to fetch the Name and Email by using a field value from the record.|
|No.||If using a field value, select a Recipient Field. See ‘Setting which fields can be used as a recipient’.Otherwise select an entry from the table determined by the Type when applicable (e.g. Customer).|
|Name||If using a field value, the name of the field.|
Otherwise the name of the recipient.
|The Email address to which the Alert will be sent.|
|Send Alert||Send an User Alert when the Alert is triggered. This is only available when the Type is User. There may be a My Unread Alerts stack on the user’s role centre or search and open My User Alerts|
|Send Email||Send an Email when the Alert is triggered.|
Below are some examples of how Recipients might be setup.
|Example #||Type||Use a Field Value||Description|
|1||User||Select a specific user from the User list to send the alert and/or email to|
|2||Ticked||Select a field from the Alert table to be used to send the email to. See the Setting fields available for a table section in this article|
|3||Unticked||Enter a specific Name and Email address to send the email to.|
|4||User Who Triggers||An Alert and/or email to the user who triggers the alert|
|5||Salesperson/Purchaser||Ticked||An email is sent to the salesperson/purchaser code from the relevant Alert table. See the Setting fields available for a table section in this article.|
NOTE: if the Use a Field Value is unticked in then the No. field will look up to the Salesperson/Purchaser list and a specific code can be selected.
|6||Team||An email is sent to all the members in the Team. A Team in Business Central is a group of employees recorded as Salespeople/Purchasers.|
|7||Contact||Unticked||An email is sent to a specific Contact from the Contact list.|