Setting up alerts
Before you begin
- Set up Designer security with full design access
- Assign access to the alerts tabs
Set up alerts on a widget
- Click
> 
to open Design mode. - On the relevant widget, click
and select 
Alert. - Fill out the following information:
- Description - Name of the alert
- Notes - Text box for notes, similar to other areas of Ajera
- Subject - The text that displays on the subject line of the alert email
- Header - The text that displays in the top half of the email that will not be repeated
- Formatting for each row - This area is used as a template for how to display each row of the resulting alert
- Footer - The text that will appear in the bottom half of the email that will not be repeated.
Below are a list of tags that are available to format emails. The tags will pull the corresponding information from your data and send the data in the alert.
- [Recipient Name]
- [Recipient First Name]
- [Recipient Middle Name]
- [Recipient Last Name]
- [Page Name]
- [Tag Name]
- [Widget Name]
- [Alert Description]
- [Trigger]
- [Trigger Base]
- [Trigger Predicate]
- [Trigger Value]
- [Link to Tab]
- [Row Header] - This instructs the text formatter to place a header row in the email for every column, including hidden columns, on a widget.
- [Row Data] - This instructs the text formatter to place a row from every column on a line. If used outside of the Format Each Row section, only the first row of the data table will be used.
- Individual Columns
| Example: |
If you have three timesheets on a timesheet alert and want the date, number of hours, and project for each of them, your formatting for each row field might look like this: [Timesheet Date] [Hours] [Project ID & Description] |
- Set the frequency of how often Ajera should run this alert. Options include:
- Every Ten Minutes
- Every X Hours
- Daily - If selected, select a time of day
- Weekly - If selected, select time of day & day of week
- Monthly - If selected, select time of day & day of month
| Note: | An alert is going to be triggered based on the last time an alert finished and the frequency set on the alert. This means if you have the alert set to every 10 minutes, the alert will trigger 10 minutes after the previous alert ran. That usually means there is at least 1 minute added between the last time the alert started and the next time. |
- Set the trigger by selecting a condition for Ajera to check against. Options include:
- Always: No conditions are set. When the alert is ran, an email is sent.
- Always, when content: An alert is sent out if there are results when the alert is run.
- On New Row: An alert is sent out when a new row of data is detected.
- An individual column on the widget: Additionally you can specify a single column on a widget to run the alert on.
For example: You can set a condition on an employee timesheet widget to send an alert when an employee’s timesheet reaches more than 20 hours.
| Note: | To handle complex conditions, create a hidden formula widget and place the condition on that hidden column. |
- If needed, edit the alert recipients by clicking Edit Recipients.
| Note: |
The alert recipient list differs from the Tab security list. If you clear the alert recipient list, Ajera reverts back to the settings on the Tab security. An employee must have an email address added in the employee setup to receive Alerts. |
- Click
to save the alert and return to the dashboard.
