W060 – Create an alert

The first step is to create an alert:

• Go to the Business Process / Alert menu
• Create button 
• Complete the form:
  • Name: give a unique name to the alert
  • Media: email and / or server log
  • Enabled: Yes by default, No to disable an alert without deleting it
  • Actions to launch: check the Send a message only
  • Quantity: quantity if the object does not change status
  • Delay between two alerts (in minutes): Time between 2 alerts in minutes
  • Module : application module
    Save without close.

Exercise:

• Create a AppCustomerEmail alert with email and log media.

This step is required if the alert is to a media email.
Go to the Recipient tab and create as many recipients as needed:

• Recipient’s order if there are several
• With three possible settings:to a single user by selecting their login
  to a mailing list as a group of users
  to a SQL query to list specific emails in the database, the keyword [row_id] is the identifier of the current object
  Caution in cases a) and b) only users with an email will be notified.
• Indicate if this recipient is active or not (to disable keepin the initial settings)
• Choose between Recipient or copy (ie to or cc at the email)

Exercise:

• Add the recipient group MyAdminGroup
• Create a specific distribution group
• Add a cliEmail field AppClient to send notification to the customer, it will set in the following SQL query the recipient:

  select  cli_email from app_client Where row_id = [row_id]

Then you have to enter the content of the mail.
In each language installed, you must enter the content:

• Language
• Subject: title of the email
• Message: the message body
• Module : the application module

It is possible to add dynamic fields:

• The object that will issue this alert [VALUE:<field>]
• Attachment: [ATTACH:<field type Document>]
• Direct access URL to the object in the application [DIRECTURL]

Exercise:

• Enter a subject and a message body with the fields of AppClient object.

Open the state transition and enter AppCustomerAlert to the field Alert.
The state transition of this object will cause the sending of this alert.

Exercise:

• Set the alert on the customer prospect transformation transition.

Same concept for a process activity.

It is possible to associate the alarm to a state also directly specifying the delay time. In this case, it is necessary that the business object has the timestampfields to calculate the period.