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To create a new alert, expand the Utilities section of the OrderStream profile and click on Event Alert Setup.
To begin creating a new event alert click the Add button the complete the following steps:
| 1. | Assign a name and description to the Event Alert Setup by entering the desired values into the Event Alert and Description fields respectively. |
| 2. | Select VIEW as the Alert Type (this is the only selection you can make at this time). |
| 3. | Select the desired Interval Type. This determines how the event alert frequency the event alert will be calculated. The available options are Hourly, Daily, Weekly and Monthly. |
| 4. | Enter the desired Interval. The Interval, in conjunction with the Interval Type, determines the frequency the event alert will be executed. This value is to be entered as a number; the minimum value allowed is 0.5. For example an Interval Type of Hourly with an Interval of 0.5 will execute the event alert every 30 minutes. |
NOTES:
a) Event Alert enforces the minimum value and increments for the interval (0.5).
b) Any Event Alert will run at the specified time as soon as Event Alert has started. For example, if you want an alert to run every half hour then a half an hour after the alert is turned on then you will see your first report and will shut down after no more reports are scheduled to run that day. If one alert is enabled that has no end time then the alert will not shut down.
| 5. | Enter the Primary ID field for the query being used for the event alert. The primary id is the unique identifier for the records being returned by the query; this field must be returned by the query. For example, if you are creating an event alert which will report on new purchase orders created in the system with a value of over $5000 you would enter POID as the Primary ID Field. |
6. Enter the Check Field Name in the query eg:(EstimateId or EstimateNo) to be used in the details to identify unique records. In this example because EstimateNo is used, Estimate.EstimateNo must appear in the action statement. (Query or View)
7. Enter the Run End Time. At this time the application stops running and closes to be activated again by windows based on the time scheduled in the windows schedule. For example with a run end time of 6:05:00 PM and a windows schedule set to run at 9 am, once a day, windows will start the event alert application at 9 am every day. The alert will run every half an hour as set up in 3C until 6:05 pm and shut down to be reactivated again by windows the next day.
8. Create a query in Access or a view SQL server to provide the information you need to email on. Copy the SQL statement and paste it in the Action Statement field. Check if this statement includes the Check Field Name.
9. SAVE by clicking save on the form.
You have completed your event alert set up.
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