To create a new Alert you will need to navigate to the Alert section and then press the +. You will then be provided with the Alert entry screen ready for you to complete.
Fig 1 - Alert Form
List of all the fields on the default Alerts entry screen and their meaning.
Field Name | Description |
Alert# | Unique identifier for the record, generated by the solution |
Alert Name | Title for the Alert |
Alert Description | Short description of the Alert and properties |
Related Entity | The Contract, Party, Contract Document or Contract Amendment that the Alert should be associated to - default is 'Contract', click in the field to display a drop down list of values that can be selected. Use the '+ Add New ..... ' option from the drop down list to create a new record if required, once saved this will be allocated to the Alert record. Use the magnifying glass to display the 'Find' screen to be able to search for the correct Contract/Party using various options. |
Linked People or Role | Multi-select of People to be notified of this Alert - this can be both internal and external people to the organisation The values at the top of the list will be the 'Roles' defined in your accounts, here you can select an Alert to trigger to a specific Role rather than a specific Person. Configuration setting 'Allow external people to receive Alerts' - is set to Yes then if a Role is assigned to an Alert, any External people also assigned that Role will receive the Alert. Use the magnifying glass to display the 'Find' screen to be able to search for the correct Person using various options. (Roles are not displayed in this pop up screen) Use the '+ Add New ..... ' option from the drop down list to create a new Person, once saved this will be allocated to the Alert record. Once the Alert is Saved, if a Linked Person value has a green tick next to it then they have their 'Communication Enabled' flag set to 'Yes' in their Person record, if not, then this tick will not appear. Update the value in the Person record to 'Yes' and the green tick will appear in the Alert. If there is no green tick next to the Linked People name then they will not receive the Alert Email. |
Attachment(s) | Attach a copy an associated document pertaining to the Alert - this will be included in the Alert email notification for viewing |
From this Devise | Option to select the document from your PC or server |
Select File | Choose a file to attach to the Alert from your PC or server |
From Document Library | Choose a file to attach to the Alert from the intelligentcontract Library |
Alert Date Setting | Choose a date to trigger the Alert |
Specific Date | Specify an exact date the Alert will trigger |
Relative Date | Specify a relative date that the Alert should trigger |
Recur Rule | Alerts can be set to recur within certain time periods |
Do Not Recur | Choose if the Alert should only trigger one time |
Recur | Choose if the Alert should trigger again after a certain time period |
Until | Specify an exact date the the recur trigger should complete |
Until | Specify a relative date that the recur trigger should complete |
Indefinitely | Recur trigger should never complete |