Create an alert

  1. From the System drop-down, select Alert settings
  2. From the Actions drop-down, select New alert setting. This will create a new alert and open its alert setting page.
  3. Configure the alert (as below)

To configure an alert

  1. Navigate to the alert configuration page as above or with the following steps:
    1. From the System drop-down, select Alert settings
    2. Select the alert to edit
  2. Configure the alert settings as explained below.

Title

Rename this alert.  Best practice is to describe the action, the pages and the users in the title.

Page(s) of Interest

This has headings for Menus and each page type.

Select a menu to choose any/all pages in that menu.  The first menu is the All content menu and covers every page in the system.

Underneath the menus are the page types.  The first item in every page type selects all pages of that type, eg the first item under the heading Policies is All Policies pages.  

You can also select one or more specific individual pages from the list.

Event of Interest

Select one or more items from the drop-down menu.  The drop-down list has three sections, common page actions, Advanced and System events. 

Common page actions include:

  • Comment posted
  • Page approval
  • Page downloaded
  • Page edited
  • Withdrawn
  • + any date fields that apply to the page type selected

Advanced includes many other user actions that can generate alerts.

System events are other events that may be of interest

Event - Time offset

This setting configures when the alert is triggered.  If blank, the time offset is zero and the alert is triggered immediately.

Eg, setting 2 days will delay the alert by two days from the action.

A negative time offset triggers an event before the date.  This is used for alerts on custom date fields.

User(s) to be notified

There are three ways to select users:

General allows Position accountable for the page or Positions referenced in the page. It is good practice to have one rule for of each of these categories.

User selections allows types of users, such as Content Managers

Users is the list of individual users configured in the system.  This is the least useful setting and can get out of date. 

You may select any number of users or combinations of user types.  Any user will only be notified once.

Alert message

This can be left blank.  

Save

Note, there is no need to save the alert.  Once created, the alert can only be updated or deleted and updates apply automatically. 

See also Delete an alert