Dashboard Configuration Dialog Box

Use the Dashboard Configuration dialog box to set up a workflow action that will send a dashboard message to a selected person when the conditions you specify for this workflow are met.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Workflow, then select the type of workflow you want to create.
2. In the Workflows grid, select the workflow row (event) to which you want to add the action.
3. In the Actions grid, click Insert and select Dashboard Alert.

Contents

Field	Description
Users	Click and use the lookup to select the usernames of the employees who will receive the alert.
Roles	Click and use the lookup to select the roles to which you want to send the alert. All users with this role will receive this alert.
Employee Fields	When you click in this field, Ajera CRM displays the Fields Selection dialog box. This dialog box lists the employee type fields associated with the Info Center that you selected in the Info Center field. When you select an employee field, Ajera CRM sends the alert to the employee whose name is in that field. For example, if you select Supervisor, and Mary Smith is listed in that field, Ajera CRM sends to the alert to Mary Smith. If Mary Smith leaves and is replaced by Bob Davis, Ajera CRM sends the alert to Bob Davis. To select more than one field, hold down the CTRL key and click on the field. Press OK when done. For each employee type field in this list, there is a corresponding "old" field. If, for example, the name of the Principal was changed from Ed Lewis to Dave Jones, you could select Principal and Principal (old) from the list. Ajera CRM will send an email message to Dave Jones and a message to Ed Lewis. You cannot enter information in this field. If you want to add or change the information, you need to select it (or deselect it) from the field selection lookup list. You can however, clear the information in this field without using the lookup list. To do this, select the information and backspace.
Display summary as application link	If you select this option, Ajera CRM includes a link in the Dashboard alert to the Info Center record.
Summary	Enter the summary for the dashboard message, or click Insert Field to include a link to the Info Center record.
Alert Content	Enter the content of the dashboard message, or click Insert Field to include a link to the field that has been changed. You can enter text in this field or use the Text Editor, which allows you to format the text.