Creating Alerts

1. On the Manage ribbon, click Alerts.

   The Alerts window appears.

2. Right-click and click New Alert.

   The Select Object Type dialogue appears.
   

3. Select the required object type:
   
   • Classification
   • Content Manager Dataset
   • Location
   • Hold
   • Record
   • Record Type
   • Schedule
     

     IMPORTANT: Once the Alert has been created the object type cannot be modified.

4. Fill in the fields in the General tab to select event type and the type of Content Manager item you are creating the Alert for:
   • Send Alert for event - from the drop-down list, select the event type the Alert will be associated with, for example, Added will create an Alert every time a new object is added. The list will display events relevant to the object type selected when creating the Alert.
   • Title - enter a title for the alert. If left blank, it will default to the description of the alert criteria.
   • Email Template - optional - click the KwikSelect to search for, or create, and select an Alert specific Email Template to be used to send the Alert details. See Email Templates for details on how to create an email template.
     

     IMPORTANT: The Email Templates available for Alerts are Alert object type specific and can only be created, or modified, from the Alert - Select from Email Templates dialogue. The Email Templates created via this dialogue are custom Email Templates and cannot be accessed via the Administration - Email Templates dialogue.
     

5. Use the Object Filter tab to specify criteria that the Content Manager items of the type you specified in the General tab have to match for the Alert to send an email message.
   Without filtering criteria, the Alert would notify its subscribers for every event of the type you selected on every item of the selected type, for example, any time a record is modified.
   

   IMPORTANT: Object filters that are processed as a post record creation task, for example Document Content index, Archiving dates based on a date still to be determined, such as Date Closed, are not supported as the filters cannot be resolved at the point of record creation, when the Alert is generated.

6. Use the Alert Subscribers tab to set who should receive the e-mail notifications for this Alert. Subscribers to the Alert can be added as specific Content Manager Locations (internal locations with an email address can be added), or if the Alert is for records, they can be based off record metadata, for example all Addressees of the record.
   To add subscribers:
   Right-click in the Alert Subscribers tab and click Add Subscribers to add specific locations, or click Add Meta Subscribers to add a metadata option.
• Add Subscribers
  From the displayed Select from Alert Subscriber dialogue, search for and select the Location(s) that will be sent the Alert when the Alert event occurs, then click OK.
• Add Meta Subscribers (available for Alerts for records)
  From the displayed Add Meta Subscribers select the metadata types that the alert subscribers will be defined from. Each location that is associated to the selected metadata type(s) that have a valid email address will receive the alerts.
  
7. Click OK.
   Content Manager creates the Alert and if it was for you, then it appears in a list.

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