Working with 7-Utilities > 7-9 Alerts Manager > Creating Alert Queries in 7-9 Alerts Manager

Creating Alert Queries in 7-9 Alerts Manager

You can create custom alerts.

To create a custom alert:

1 Open 7-9 Alerts Manager.
2 Click [New].
3 Enter the alert name and click [Next].
4 Select the table that holds the primary data for the report by either navigating to the menu where the records can be found or select List Tables by Name to view an alphabetical list of all tables, then click [Next].
5 Double-click on fields in the Fields list on the right to include in the alert notification.
6 Sort, reorder, and delete columns as necessary in the bottom left panel and click [Next].

Note: You may choose fields from another table by selecting a different table from the Tables list on the left at any time.

7 Select the fields for alert selection criteria.
8 Select the comparison option from the list.

Note: Date fields use special variables, such as 'Today,' or some specific number of days in the future or past. The comparison 'Occurs during' offers variables representing entire weeks or months.

9 click [Next].
10 Choose one or more of the following options to select how to receive your alert notifications:
a My Dashboard
b Other Dashboard
c Email
11 In the Alert Schedule section, choose one of the following options:
a Daily
b Weekly (select a day of the week from drop-down menu)
c Monthly (enter a day of the month)
12 (Optional) If you selected the Email option for your alert notification, do the following:
a Enter at least one email address in the "Email To" address field.
b (Optional) Enter an email address in the "Email CC" address field.
c Enter an email subject line. A default subject line is provided, but you can change it.
d (Optional) Enter any explanatory text for the report of the alert notification. Text appears above report information.
e Select the importance of the email.
f (Optional) Check the "Request Read Receipt" box.
13 (Optional) To test how the alert would look if sent to the Dashboard or to email, do the following:
a Click [Send Test to Dashboard] to view how the alert would appear in the Dashboard.
b Click [Send Test to Email] to view how the alert would appear in an email message.
14 Click [Finish].
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