Copy a User-Initiated Alert

User-Initiated Alerts are activated whenever there is a change in the data. You need to configure the data and the type of change (Insert, Update, and Delete) where the alert will be executed.

To copy a User-Initiated alert:

1. On the Navigation menu, click Administration » Alerts » User-Initiated Alerts.

   The Alerts Form displays.

2. Select the Area type from the drop-down list where the alert is that you want to copy. The area is the table or main area where you want to perform an action. Selecting an area populates the Alert and the Actions grids.

The area for user-initiated alerts is almost always the workflow type. All of the workflow actions are processed using a user-initiated alert with the Area equal to the workflow type. However, you could create a user-initiated alert based on the project that sent a user a notification every time the project status date, for example, changed.

3. In the Alerts grid, select the alert that you want to copy and click Copy. A new line is inserted with the copied alert below the selected line.

4. Make changes as needed in the Alert Table column, Description column, and the Conditions column where you can use the Conditions dialog box to edit the conditions for the alert.

5. In the Actions grid, edit the actions as needed using the Action, Active, Description, and Conditions columns (where you can use the Conditions dialog box to set the conditions for the alert). You can also use the grid toolbar to insert a new action or delete an existing action. See the Alerts Form for a description of each action.

6. Click Save on the User-Initiated Alerts toolbar.