Use the Alert
Setup page (EOEN_ALERT_SETUP) to enter the alert framework notification
methods and recipients of the alert messages when using one or more
PeopleSoft Queries with the alert framework feature.
Navigation
select Enterprise Components, then select Events and Notifications, then select Alerts, then select Alert Setup
Image: Alert Setup: Query & EWN page
This example
illustrates the fields and controls on the Alert Setup: Query &
EWN page. You can find definitions for the fields and controls later
on this page.
Active |
Select this check box to activate this PeopleSoft
query within the notification feature.
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Query
Name |
(required) Specify a query that is defined in the
PeopleSoft Query Manager. Insert additional rows to this component
to define additional queries to be used for notification.
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Query
Manager |
Select this link to go to the PeopleSoft Query Manager
where you can view a PeopleSoft query.
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Process
Name |
(required) Enter or view the process for the notifications.
The notification is sent to the user based on the setup for the Process
Name and Process Category combination.
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Process
Category |
(required) Enter or view the category for the notifications.
The category is a logical partition of the Process Name.
The notification is sent to the user based on the
setup for the Process Name and Process Category combination. The Process
Category field is blanked out when the Process Name is changed.
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Notification
Framework |
Select this link to access the Notification framework
setup pages. If business unit-level setup exists for the Process Name
and Process Category combination, then the BU-Level Notifications
page is displayed; otherwise the System-Level Notifications page is
displayed. If the Process Name is blank or both Process Name and Process
Category fields are blank then the Notification Registry page is displayed.
See Setting Up Notifications Using XML Messages.
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Access the Alert Setup: URL page (select the URL
tab on the Alert Setup page).
Image: Alert Setup: URL page
This example
illustrates the fields and controls on the Alert Setup: URL page.
You can find definitions for the fields and controls later on this
page.
Use the Alert Setup-URL page to provide a link from
the notification message to the PeopleSoft page where you can resolve
issue.
Query
Name |
Identifies the query for this notification.
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Portal
Object Name |
Enter a portal object name to define the URL linking
the notification message to the transaction page where the user can
resolve the issue discovered by the query. This URL is placed on the
notification message on the Notification Dashboard page as well as
in the email to the user.
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Search
Keys |
Select this link to access the Alert Setup - Search
Keys page where you can enter search keys or parameters for the transaction
page. An error message is displayed if the Portal Object Name field
is blank when trying to launch this secondary page.
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Access the Alert Setup: Message page (select the
Message tab on the Alert Setup page).
Image: Alert Setup: Message page
This example
illustrates the fields and controls on the Alert Setup: Message page.
You can find definitions for the fields and controls later on this
page.
Business
Unit Field |
Specify which field from the query should be used
to map the business unit level setup of the notifications. A warning
message is issued if this field is blank and the BU-Level Notifications
page for this process name/process category is populated. The prompt
list for this field is the output fields of the query.
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User
ID Field |
For email notifications, specify which field from
the PeopleSoft query has the user ID. If a user ID is entered in this
field and you have enabled email notifications, then the email address
is derived from the user’s profile. The hierarchy for determining
which email address to use is as follows:
The User ID from the Alert Setup
- Message page. If none is found, then:
The User ID from the BU-Level
Notifications page. If none is found, then:
The User ID from the System-Level
Notifications page.
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Message
Set Number and Message Number |
For email notifications, specify which message defined
in the PeopleSoft Message Catalog is used in the notification message.
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Message
Parameters |
Select the link to access the Alert Setup - Message
Parameters page where you can enter the sequence numbers and field
names (parameters) for the message. If the Message Set Number field
or the Message Number field is blank then you cannot access the Alert
Setup - Message Parameters page and an error message is displayed.
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Access the Alert Setup: Email Consolidation page
(select the Email Consolidation tab on the Alert Setup page).
Image: Alert Setup - Email Consolidation page
This
example illustrates the fields and controls on the Alert Setup - Email
Consolidation page. You can find definitions for the fields and controls
later on this page.
Consolidate
Email |
Select this check box to consolidate email notifications
from this PeopleSoft query. When this check box is selected, each
email address receive one consolidated email notification per query.
If this check box is not selected, then each email address receives
one email per transaction or problem found.
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Default
Context Record |
Select this check box to use the default context
record in the notifications. A context record holds transaction-related
information. This information can be accessed in the Notification
Dashboard page. You can choose to use the default context record or
add a user-defined context record.
If this check box is selected the Context Record
field becomes display-only and is populated with the default context
record name, EOEN_AL_CTX.
If this check box is un-selected, the Context Record
field becomes available for input and you can choose a user-defined
context record. EOEN_LOG_KEY and EOEN_AL_CTX_SBR subrecords are required
for user-defined context records. The prompt list for the Context
Record field is the records that have EOEN_LOG_KEY and EOEN_AL_CTX_SBR
subrecords.
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Access the Alert Setup: Frequency & Product
page (select the Frequency & Product tab on the Alert Setup page).
Image: Alert Setup: Frequency & Product page
This
example illustrates the fields and controls on the Alert Setup: Frequency
& Product page. You can find definitions for the fields and
controls later on this page.
Notification
Interval (hours) |
Specify the number of hours between notifications.
The Alerts process checks the time interval and the last run date/time
stamp to determine whether the notification should be sent.
For example without the notification interval feature
if the Alert process is run every hour using a query to check for
unpaid invoices and the user cannot resolve the issue within one hour,
then a repeat notification is issued for the same unpaid invoices.
These repeat notifications on the same problems can crowd up a user's
email account. If we add a notification interval of 4 hours and the
Alert process is run every hour, then the Alert process checks the
last run date/time stamp and only sends the notification if 4 hours
have past since the last notification.
Note: Interval does not limit dashboard, worklist and
XML notifications. These will always be created regardless of the
interval setting.
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Product
ID |
Identify the PeopleSoft application of the query.
This field enables the Alerts process page to run a group of queries
for a particular PeopleSoft product.
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