Adding alert definitions on records

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

Procedure

  1. Find the record or records you are interested in.
  2. Right-click on the records, and from the shortcut menu, select Add Alert.
  3. Enter a unique name for the alert definition 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. Decide what the alert definition is monitoring by turning on the check boxes in the Alert when area. These definitions raise alerts when:
    • Records are viewed
    • Records are edited
    • Records are no longer found
  5. If required, set an expiry date. No further alerts will be sent after the expiry date.
  6. Click Save. The alert definition is listed in the Alert Definitions area of the Database Explorer.
    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.