Adding alert definitions on queries

You can set up an alert definition to generate alerts when changes to the results of a Query are detected. Alerts can be generated when the resulting records are viewed, edited, or deleted.

Procedure

  1. Find the Query that you are interested in (it must not be a parameterized Query or a semantic Query).

  2. Right-click on the Query, and select New Alert.

  3. Enter a unique name and an optional description. The name of the alert definition is used every time that an alert is sent to the subscribers of this alert.

  4. Click Select Users to add the subscribers to the alert.

  5. Decide what the alert definition is monitoring by turning on the checkboxes in the Alert when area. These raise alerts when:

    • Records are viewed

    • Records are edited

    • Records are no longer found

    • Extra records are found

  6. If required, set an expiry date. No further alerts are sent after the expiry date.

    Note: As the owner of the alert definition, only you or the system administrator can edit or delete the alert definition. If other users do not want to receive alerts, they can unsubscribe.

    The alert definition will not be updated after a change to the Query on which it is based. To monitor a modified Query, you need to add an alert definition.