To define an Item Added to Portfolio event:
- Select Item/Portfolio Added to Portfolio from the Event drop-down list.
- Select the trigger for the alert:
- Any Added Item (default): The event will generate an alert regardless of whether the added Item/Portfolio already exists, or is newly created.
- Only newly created Items: The event will generate an alert only for newly created items (or portfolios).
- Select any of the following options to set the scope of the alert. Depending on your choice, different scope options become available.
- Entire System: The following three options are available:
- Item added to portfolio: Check off this option to trigger an alert whenever an item is added to a portfolio anywhere in the system.
- Portfolio added to portfolio: Check off this option to trigger an alert whenever a portfolio is added to a portfolio anywhere in the system.
- Both item and portfolio: Check off both options to trigger an alert whenever an item and/or a portfolio is added to a portfolio anywhere in the system.
Note: The Entire System option is visible only to authorized users. For more information on authorized users refer to Security Modules.
- Root (Items and Portfolios) Folder: Then alert is triggered whenever an item (or a portfolio) is added to any portfolio in the root.
- Portfolio of Portfolios: The following two options are available:
- To the selected portfolio: The alert is triggered whenever a portfolio is added to the portfolio named in the Scope drop-down list.
- To any portfolio in the selected portfolio: The alert is triggered whenever an item (or portfolio) is added to any of the portfolios within the selected portfolio.
- Portfolio of Items: The alert is triggered whenever an item is added to the portfolio named in the Scope drop-down list.
Note: Every item added to the portfolio generates a message even if all the items are in the same portfolio and all the messages are for the same user.
- Entire System: The following three options are available: