Record Alerts

Create custom alerts

What are Alerts?

Alerts are a handy tool to flag specific records within a collection, so that your team can instantly see these records and take appropriate action.

Configuring Record Alerts

1. Open your collection Configuration

• As usual, using the left hand sidebar.

2. Navigate to 'Alerts'

• Navigate to collection configuration using the three dots in the top right.
• Under the 'Setup' heading, click on 'Alerts'

3. Click 'Add Alert'

• Click the '+Add Alert' button to begin configuring your alert.

4. Configure your Alert

1. Give your alert a name
   • This helps your colleagues identify the purpose of this alert.
2. Set the severity
   • You can choose from 4 different levels, each with their own icon flag;
     
     Critical
     Warning
     Info
     Success
     
     
3. Provide a message that will be displayed on the record
   • This should clearly explain why the alert was triggered.
4. Set your alert conditions
   • Establish your alert filter conditions for specific fields, much like you would for a collection view
     View

     A customised display of Records in a Collection, defined by filters, sorting, grouping, and visible Fields.
     .
   • You can set multiple conditions for each alert.

5. Save your alert

• Navigate out of configuration back to your collection.

Viewing Alerts

• Once you have set up your alert, you should see a new column in your collection with a lightbulb icon.
• This column will display the severity symbol chosen during your configuration. (If a record meets your condition(s)).
• Alerts will also show up on the record detail pane, above its workflow history.

Example Alerts

Alerts are very useful for flagging records outside the norm. There are many uses for these alerts - some effective uses are suggested below.

Best Practices

• Clearly Name Your Alert

  Descriptive names help you and your team quickly identify the intended purpose of the alert.

• Write a Clear Alert Message

  A descriptive message avoids potential confustion and should clearly communicates what the alert is, and maybe what action should be taken.

If you need further assistance, our Support Hub and your System Admin are here to help.