Use these fields and options to set up a translation submitted alert based on a new or existing rule.
| Field | Description |
|---|
 Save Rule
|
Click this option to save the changes in the settings for the alert without closing the dialog box. (This option is disabled if there are no changes to be saved.)
|
| + Add Rule
|
Click this option to add a new alert rule. On the Add Rule dialog box, enter a unique alert rule name for the new alert and click
OK to close the Add Rule dialog box. The new rule name is displayed in the
Alert Rule field.
|
 Copy Rule
|
Select an alert rule in the grid with settings that you want to copy into a new alert rule and then click
Copy. On the Copy Rule dialog box, enter a unique alert rule name for the new alert rule and click
OK to close the Copy Rule dialog box. The new rule name is displayed in the
Alert Rule field with the same settings as the alert that you copied.
|
 Delete Rule
|
Select a rule and click this option to delete it.
|
| Field | Description |
|---|
| Alert Rule
|
This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click
Add Rule on the toolbar and enter the new alert rule name on the Add Rule dialog box. Each alert rule name must be unique.
|
| Rule Enabled
|
Select this option to enable the rule. When the alert is active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then
Vantagepoint will run any one of its enabled rules. If the alert is not active, then
Vantagepoint will not run any of its rules, even if rules are enabled.
|
Alert Criteria
| Field | Description |
|---|
| Transaction Type
|
Select the transaction type that will generate this alert, such as Employee Expenses, Invoices, or <All Transactions>.
|
Show Alert To
| Field | Description |
|---|
| Selected Employees
|
Select the employees to which you want to send the alert.
|
| Submitter's Supervisor
|
Select this option if you want to send the alert to the submitter's supervisor(s).
|
Delivery Options
Select one or both options.
| Field | Description |
|---|
| Email
|
Select this check box to send the alert by email to employees.
|
| Notification Center
|
Select this check box to send the alert to employees via the Notification Center.
|
Email
If you select the
Email check box in the Delivery Options section, the fields in this section are enabled.
| Field | Description |
|---|
| Subject
|
Enter the subject for the email message.
|
| Message
|
Enter the email message in this field. Click
 at the upper right side of the field to display a toolbar with formatting options that you can use to change the formatting of the email message.
|
| Field | Description |
|---|
| Save and Close
|
Click this option to save the configuration that you've made for the alerts and close the dialog box. This option is disabled if there are no changes to be saved in the alert rule. You can click
Cancel to close the dialog box instead.
|
| Cancel
|
Click this option to close the dialog box without saving any changes made to the alerts.
|