Creating e-mail alerts

Define alerts to trigger e-mails when records are identified that cause an alert.

To create e-mail alerts:

  1. Select Administration > Setup > Alert Management.
  2. Select the alert for which to create an e-mail alert, and then click the E-mail Alerts tab.
  3. Click Add Record.
  4. Specify this information:
    E-mail Template
    Enter the e-mail template to send.
    Delay Between Alerts
    Enter the numerical amount of time between e-mail alerts for a specific grid key, and then select the delay UOM, or unit of time to delay between alerts, e.g., enter 2 and then select Hours to allow 2 hour delays between the e-mail alerts.
    Note: When the system analyzes delay periods, it uses Grid Key Field 1 and Grid Key Field 2 on the Record View and History pages of the Alerts form to determine if a grid result will get the delay specified. If it is determined that a grid result will get the delay, then the system does not produce the alert if the time between the last alert and the current time is within the delay criteria.
  5. Click Submit.
    Note: See Creating parameters for alerts. Users may create multiple e-mail alerts for a single alert management record. The system sends multiple e-mails for each grid result meeting the specified alert criteria.

    To activate e-mail alerts, enable the MAIL driver on the Job Setup form, and then enter the correct values for the e-mail install parameters. See Setting up Messenger.