Alerts Form

There are two grids on the Alerts form:

The Alerts grid includes when to initiate the alert. For example, when do I need a schedule or a database update.
The Actions grid includes what actions need to be performed when the alert is executed.

Further conditions can be applied on both alert and action level.

When a record meets all of the conditions in the Alert grid, all of the actions are processed for that alert. The conditions in the Alerts grid should filter as much as possible to help performance. For example, the Alert grid should contain conditions to prevent the actions from being processed when the record is closed or suspended.

Area

This field dictates the area of PM Compass in which the information will be used in the alert’s conditions and actions.

There are three main Area types:

Assignment — This is the area where the assignment for the step is processed – looking at each person assigned during the step in the workflow. For example, past due notices are sent to each of the people assigned to a step and the date that is used is the assignment date – not the workflow due date. To search correctly for these records, select Area = Assignment.
Project — This is the area to use when executing actions based on project, control account or activity data. For example, creating workflows for all projects / control accounts that are in progress. If a combined email is being generated, the control accounts will be grouped by projects.
Workflow type — This is the area to use when processing data found in the workflow table. An example is creating a past due notice to notify the originator. The Workflow Steps tab of Workflow Type Configuration requires you to create a past due originator notification for each step. Alternatively, you can have an overarching alert at the workflow type level that works for all steps. Another good example would be notifying the originator if a workflow was created but the workflow steps were not started.

Alerts Grid

Selecting an area populates the Alerts and the Actions grids.

Grid Toolbar

Option	Description
Alerts	Print — Select this option to display the Print Preview form with the grid’s contents displayed. Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.
Insert	Click to add a new row to the Conditions grid.
Copy	Click to duplicate a selected row in the Conditions grid.
Move Up	Click to move the selected condition one row up.
Move Down	Click to move the selected condition one row down.
Delete	Click to delete the selected row in the Conditions grid.
Schedule	Click to schedule processes and profiles to run automatically using the Schedule dialog box. This option is only available for scheduled alerts. See Process Server Overview for information about assigning the process or profile to a process queue.
Unschedule	Click to unschedule the alert. This option is only available for scheduled alerts.
Status	Click to view the process status using the Process Queue dialog box. This option only displays for scheduled alerts.

Grid Columns

Field Name	Description
Alert Table	Use this column to select a table that is associated with the area. Population rules are as follows: Workflows — Workflows, Projects, Control Accounts and Activities are listed. Projects — Projects, Control Accounts and Activities are listed.
Alert Type	Use this column to select the type of alert you want: Change — This triggers the alert when one of the fields for the type you selected in the Area field is updated. Insert/Associate — This triggers the Alert when a new row for the type you selected in the Area field is created. Delete/Remove — This triggers the Alert when a row for the type you selected in the Area field is deleted. Workflow — This indicates that the alert is triggered thru a workflow. This column is only available for user-initiated alerts.
Active	Use this 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. This column is only available for user-initiated alerts.
Scheduled	Use this column to view if the alert is scheduled. The check box is selected if it is scheduled. This column is only available for scheduled alerts.
Description	Use this column to input the alert’s description
Conditions	Click to display the Conditions dialog box where you can create the conditions for the alert.
Schedule	Use this column to view the schedule of the alert. This column is only available for scheduled alerts.
Last Run	Use this column to view the time when the alert was last run or if it was already completed.

Actions Grid

Use the Actions grid to select an action and define it. See Create Actions for more detailed information.

Grid Toolbar

Option	Description
Actions	Print — Select this option to display the Print Preview form with the grid’s contents displayed. Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.
Insert	Use this option to insert an action. For more information, see Create Actions. You have the following options. Validate Error — Use the Validate Error action to prevent inconsistent data from being saved. This option is only available for user-initiated alerts. Validate Warning — Use the Validate Warning alert to warn the user when inconsistent data is being entered or to send an alert when additional information is required. This option is only available for user-initiated alerts. Email Alert — Use the Email Alert action to send an email to a selected person when the conditions you specify are met. Dashboard Alert — Use the Dashboard Alert action to send a dashboard message to a selected person when the conditions you specify are met. Field Change — Use the Field Change action to specify which column, or field, data you want PM Compass to change when a workflow action is triggered. This option is only available for user-initiated alerts. Create Workflow — Use this action to automatically generate a new workflow in the system. The Create Workflow alert action is usually used for Explanation of Variances (EOV). Stored Procedure — This action allows you to execute a stored procedure on the PM Compass database and Create a Stored Procedure action for a Workflow. Invoke Custom Method — The Invoke Custom Method action allows you to call a custom DLL and Create an Invoke Custom Method action for a workflow. Invoke Web Service — The Invoke Web Service action allows you to invoke a specified Web service and Create an Invoke Web Service action for a Workflow.
Copy	Highlight an action on the grid and click Copy to copy and create a new action.
Move Up	Highlight an action on the grid and click Move Up to move an action up in the list. The order in which they display on the grid determines the order of the actions.
Move Down	Highlight an action on the grid and click Move Down to move an action up in the list. The order in which they display on the grid determines the order of the actions.
Delete	Highlight an action on the grid and click Delete to remove the action from the grid.

Grid Columns

Field Name	Description
Action	Use this column to view the Action’s type. Click the link in the column to display the Action type’s configuration dialog box. This field displays the name of the selected action. If you have more than one action for a workflow, the actions are performed in the order in which they display in this field. Use the Up and Down buttons to arrange the order of the actions. For example, when a workflow that requires a change is triggered, you can specify that PM Compass first make the change, then send an email message to the supervisor.
Active	Select this option to enable the action or clear the option to disable it. This feature allows you to disable the action temporarily but not delete it.
Description	Enter the action’s description in this column. You must enter a description for the action, such as Send Email to Supervisors. If you selected Validate Error or Validate Warning for the action, information entered in this field displays to the user in a dialog box.
Conditions	Enter the conditions for when the action takes place. Click to display the Conditions dialog box where you can create the conditions for the alert. PM Compass looks at the conditions in the order in which you specify them on this form. Use the Move Up and Move Down arrows to arrange them in the correct order.

What do you want to do?

Create a scheduled alert

Create an Invoke Web Service action for a workflow

Create an Invoke Custom Method action for a workflow

Create a stored procedure action for a workflow

Create an action for a workflow

Create a Column (Field) Change action for a workflow

Create a Dashboard Alert action for a workflow

Create an Email Alert action for a workflow

Create a Validate Warning action for a workflow

Create a Validate Error action for a workflow

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