W060 – Create an alert

What you will learn ?

How to set an alert

STEP 1 : Configure 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.


  • Create a AppCustomerEmail alert with email and log media.

STEP 2 : Set recipient to alert

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)


  • 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]

STEP 3 : set a content

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]


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

STEP 4 : add the alert to state transition

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


  • Set the alert on the customer prospect transformation transition.

STEP 5 : alert on business process activity link

Same concept for a process activity.

STEP 6 : alert on state

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.

STEP 7: timeout alert on business process activity

W050 – Routing

How to create different end to an activity in a business process.

Back to menu business Workflow

BAck to the menu, where you can choose your theme.