On the Navigation menu, click Administration » Alerts » User-Initiated Alerts.
The Alerts Form displays.
Select an Area type from the drop-down list. The area is the table or main area where you want to perform an action. Selecting an area populates the Alerts 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.
On the Alerts
grid, click 
Insert
to add a new row in the grid
In the Alert
Table column, click 
and select one of the
options from the drop-down list. See the Alerts
Form for a description of each action.
In the Alert
Type column, click and select one of the
options from the drop-down list. See the Alerts
Form for a description of each action.
Select or clear the check box in the Active column to determine if the alert is active or not. If the alert is inactive then it will not execute its actions even if triggered.
Enter the description for the alert in the Description column.
In the Conditions
column, click 
to display
the Conditions
dialog box where you can set the conditions for the alert. This
field changes to "<Conditions Defined>” when you have defined
the conditions.
In the Actions grid, click
Insert from the Actions grid
toolbar and select one of the actions from the pop-up menu. The actions
displayed depend on the area type selected.
Depending on the action selected, a configuration dialog box displays. Enter the required information and click OK.
Enter the description for the action in the Description column.
In the Conditions
column, click to display
the Conditions
dialog box where you can set the conditions for the alert. This
field changes to "<Conditions Defined>” when you have defined
the conditions.
Click 
Save in the User-Initiated
Alerts toolbar.