Managing Shell Alerts
You can create customized alerts for a specific condition or event. For example, you could set up an alert that sends you an email letting if 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.
- Open a shell and click Alerts in 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 shell opens. Select a report from the list and click the Open button.You can also click the Find button and enter search criteria to locate a specific report. Note: Reports that are already used to create an alert are shown with a checkmark. You can create more than one alert for each report. |
Description | Populated automatically with the report description, if one exists. |
Alert Title | Appears as the title of the alert in the log and on the alert sent. By default, the field shows the report name, but you can change the name. |
Frequency | How often you want the alert to be sent when the trigger condition is met: Never: Alerts are not sent. Hourly: Sent every hour, at about 20 minutes past the hour. Daily: Daily at about 2:20 a.m. Weekly: Sent on Mondays at about 2:20 a.m. Monthly: Sent on the first day of the month, about 2:20 a.m. Times might vary. The times are based on the Unifier server used, which operate on Pacific Standard Time. Note: If you choose a frequency other than never, you must specify a method and message. |
Method | Select one or both of the methods to be notified of the alert. For email, the address in your user profile is used). |
Message | Type a message that you want included in the alert. Remember that this is an alert that only you see, so enter as much or as little detail as you need. |
To edit alerts
- Open a shell and click Alerts in 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 shell and click Alerts in the Navigator. The Alerts log opens. Select an alert and click Delete.
Last Published Monday, August 28, 2023