Dashboard Alert Overview

Use the Dashboard Alert action to create a workflow that will send a dashboard message to a selected person when the conditions you specify for this workflow are met.

See Dashboard Overview for information about dashboards.

For example, you can create a workflow that states that when a new employee is added to PM Compass, then send a dashboard message to the new employee's supervisor.

For dashboard alerts, PM Compass will only send the message when all other specified actions have successfully taken place; if the workflow failed at any point, PM Compass will not send the dashboard message. For example, if you create a workflow that states that when a new employee is added to PM Compass and a timesheet is created for that employee, then send a dashboard message to the supervisor. In this case, if a new employee is added to PM Compass, but no timesheet was created, then no message would be sent to the supervisor.

When you select this action, PM Compass displays the Dashboard Alert Configuration dialog box.


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