Alert Types - Purchase Order
The Alert Types page allows you to create, edit, and delete alert types.
Alert types connect to workflows. You can configure alerts to trigger when either workflow or transaction steps run.
The alert types you set up here populate your workflow alert options. See Workflows for more information.
New or Edit Alert Type
Click New to create an alert type. Click Edit to edit an alert type.
This opens a pop-up window where you name the alert type and add a description.
Manage Alert Templates
At least one alert template will need to be configured when setting up an alert type. The alert template dictates the alert method as well as the alert content itself.
Click Manage Alert Templates on a alert type line to configure templates for your alert type.
You should see any configured templates, along with several buttons.
Create or Edit Alert Template
Click New to create a template. Click Edit to edit a template
This opens a pop-up window where you can enter the following details:
| FIELD | DESCRIPTION |
|---|---|
| Render Method | Select how the alert is sent:
|
| Subject/Body | Enter the subject and body content for the alert. Note This field supports HTML editing. |
| Available Tokens | Double-click tokens to have the system automatically fill in applicable data from the associated business transaction type into the subject or body. Double-click For each to add a section for child data. Note Make sure child data are included inside the For each section that you add.
|
Delete Alert Template
Select the desired record and click Delete to delete a template.
Click OK on the confirmation pop-up window to confirm the deletion.
Import/Export Alert Template
Click Import and select your file(s) to import an alert template.
Select a record and click Export to export an alert template.
Click Export All to export all displayed records.
Delete Alert Type
Select the desired record and click Delete to delete an alert type.
Click OK on the confirmation pop-up window to confirm the deletion.
Import/Export Alert Type
Click Import and select your file(s) to import an alert type.
Select a record and click Export to export an alert type.
Click Export All to export all displayed records.