Step-by-step guide
To receive an email alert on a daily or weekly basis for items that are either new or updated and match the filter you have for a given layout:
- Customize the filtering in the grid (e.g. only show requests for a given Department)
- If the layout is not an existing custom layout, you will need to create a new layout: View->Create Layout. If it is an existing custom layout, click View->Save Layout
- To configure the Alert, either
- Select the layout in the View dropdown, click Properties/Alert, then click the Alerts tab
- Click View->All Layouts and then click the edit icon for the particular view the alert will summarize
- Select the Alerts tab
- Select to have the summary emailed either Daily or Weekly
- If Weekly, select the day of the week and the time of day
- If Daily, select the time of day
- Select which parameter you would like to have the alert report items based on.
You can either:
1) be emailed about any items that match a layout. (Pending)
2) when an item that matches a layout is created.
3) when an item matching the layout is updated. - By default, you will be a Recipient, add any other users that should also be notified
- By default the first 15 columns of the layout's columns will be included in the email, you can increase or decrease this number
- Indicate whether the email should include updated requests or newly created requests, or both
- Click OK to save the Alert settings
- You will start receiving the alert by email at the time of day and day of week you selected
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Even if there are no items matching the alert settings, an email is sent so that the user will explicitly know there was nothing to alert on. |
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