Alerts can be created directly on the Alert Entries page.

Make sure you’ve run through the Initial Alerts setup before creating an Alert manually.

  1. Locate and open Alert Entries page via search.
  2. Click New and specify each field required (see below for full table list).
  3. You may define the filter condition by selecting Filters, selecting a Filter Condition and entering the relevant conditions. See Changing when an Alert triggers.
  4. You may select an Email Template or specify Alert Email Text by selecting Email. See Alert Email and Setting up the email template used for Alerts.
  5. If needed, select Recipients by entering recipient details under the Recipients section. See Changing who receives an Alert.
  6. You may choose to define the distribution schedule. Select Schedule. See Scheduling Alerts.
TableSet the table to monitor for changes. See Set the tables, pages, fields and events used for Alerts.
TriggerThe type of change monitored. See What are alert triggers?.
Event CodeSpecifies the event that will trigger the Alert (only required when Trigger is set to Event)
Enabled AlertEnables monitoring the specified Table for changes
DescriptionSpecify a description for this Alert. Optional.
Page NameThe Page opened when viewing the affected record from an User Alert or Alert Email. Optional.
No. of FieldsThe number of Fields that are monitored for this Alert. This is relevant where Trigger is Field Change. Drill down on this hyperlink to edit the fields. See Setting fields to be monitored on an Alert
No. of FiltersThe number of Filters applied to this Alert. Drill down on this hyperlink to edit the filters. See Changing when an Alert triggers.
No. of RecipientsThe number of Recipients this Alert will be distributed to. Enter Recipient details in the Recipients section at the bottom of the screen. See Changing who receives an Alert.
Has OccurredSpecifies if this Alert has occurred at least once