You can create customized alerts to alert you to a condition or event in Unifier that you specify. For example, you might set up an alert that will send you an email or Mailbox message letting you know that a fund amount on the funding sheet has reached a certain level.
Alerts are created by creating an alert-type user-defined report.
To create an alert
- Create an alert report in user-defined reports. For more information about user-defined report data types refer to Unifier General User Guide.
- Open a project and click Alerts on the Navigator. The Alerts log opens.
- Click New. The Alert window opens. Complete the window as described in the table below.
- Click OK to close the Alert window.
In this field: | Do this: |
|---|---|
Report Name | Click the Select button. The list of user-defined alert reports for the project opens. Select a report from the list, and click the Open button. (If the list is long, you may click the Find button and enter search criteria to help locate a specific report.) Note: Reports that are already used to create an alert are shown with a check mark. You can create more than one alert for each report. |
Description | This is populated automatically with the report description, if one exists. |
Alert Title | This will appear as the title of the alert in the log and on the alert sent. By default, the field will show the report name, but this is editable. |
Frequency | Choose the frequency that you want the alert to be sent when the trigger condition is met: Never: Alerts will not be sent. Hourly: Alerts will be sent every hour, at about 20 minutes past the hour. Daily: Alerts will be sent daily at about 2:20 a.m. Weekly: Alerts will be sent on Mondays at about 2:20 a.m. Monthly: Alerts will be sent on the first day of the month, about 2:20 a.m. Times may vary somewhat. The times noted above refer to server time, that is, the time according to the Unifier server being used. (Unifier servers operate on Pacific Standard Time.). Note: If you choose any frequency other than Never, you must specify a method and message. |
Method | You may select one or both of the following methods to be notified of the alert: Email (the email on your user profile will be used) or Mailbox. |
Message | Type a message that you want to be included in the alert. Remember that this is an alert that only you will see, so enter as much or as little detail as you need. |
To edit alerts
- Open a project and click Alerts on the Navigator. The Alerts log opens.
- Select an alert and click Open. The Alert window opens.
- Make changes to the alert as needed and click OK.
To delete an alert
Open a project and click Alerts on the Navigator. The Alerts log opens. Select an alert and click Delete.