You can define a Category Value Condition Met event. Depending on the transition type selected (in the Transition field), this event type generates an alert whenever the value of the selected category transitions to the defined value (as specified in the Value field) or whenever the value of the selected category changes, or whenever the value of the category increases or decreases. When you select a value for the Transition field that does not require the specification of a defined value (in the Value field), then the Value field is disabled.
This event type also generates an alert if a value for a sub-item in a dynamic list will change.
For example, if the defined transition for the category is: "becomes greater than 100", an alert will be triggered when the value changes from 90 to 110. If and when the value changes again from 110 to 150, an additional alert will not be triggered, as only the transition that made the value greater than 100 is defined as an alert-trigger.
This event type relates to current, historic and future values of the category.
To define a Category Value Condition Met event:
- Select Category Value Condition Met from the Event drop-down list.
- Select the category that will be the focus of the alert from the Category list.
- Select the relevant transition from the Transition drop-down list.
- If the Value field is enabled, define the value that will trigger the alert (see the Alert example above). Depending on the category definition, the value can be: decimal number, integer, text, date, value list, or user name.
- 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:
- For any item: Check off this option to trigger an alert when the category associated with any item in the entire system transitions to the value defined above.
- For any portfolio: Check off this option to trigger an alert when the category associated with any portfolio in the entire system transitions to the value defined above.
- Both item and portfolio: Check off both options to trigger an alert when the category associated with either any item or any portfolio in the entire system transitions to the value defined above.
Note: The Entire System option is visible only to authorized users. For more information on authorized users refer to Security.
- Root (Items and Portfolios) Folder: The alert is triggered when the category associated with any item or portfolio in the root transitions to the value defined above.
- Portfolio (of portfolios): The following two options are available:
- For the selected portfolio: The alert is triggered when the category associated with the selected portfolio transitions to the value defined above.
- For any portfolio in the selected portfolio: The alert is triggered when the category associated with a portfolio in the selected portfolio transitions to the value defined above.
- Portfolio (of items): The following two options are available:
- For the selected portfolio: The alert is triggered when the category associated with the selected portfolio transitions to the value defined above.
- For any item in the selected portfolio: The alert is triggered when the category associated with an item in the selected portfolio transitions to the value defined above.
- Item: The alert is triggered when the category associated with this item transitions to the value defined above.
- Entire System: The following three options are available: