Define the Alert Details for the Watch Rule

When you have defined the type of watch rule that you are creating, you must define the type of alert that you want to generate.

You can choose one or more of the following options:

  • Send the report by email to be alerted by email.
  • Publish a news item to be alerted by news item.
  • Send a notification to alert other users by sending notifications to their task inbox.

If you have set up a watch rule for different condition status indicators, you can define multiple alerts, depending on performance. For example, for average or poor performance, you could choose to be alerted both by email and by sending a notification to the sales manager to review the sales figures. For good performance, you could send a notification to the sales manager to distribute the figures to the sales team.

Procedure

  1. In the Specify the alert type - Alert Using New Watch Rule page, specify the alerts to send when the rule is satisfied.

    Tip: To change the details for an alert type, click Edit the options.

  2. If you have defined a watch rule for different condition status indicators, select the required check boxes to associate the alert with poor, average, or good performance.

    Performance is defined by the performance pattern.

    Click Next.

  3. In the Specify a name and description - Alert Using New Watch Rule page, specify a name, description, screen tip, and location for the watch rule.

    Tip: You can organize watch rules in folders on the Rules tab of the My Watch Items area of the portal.

  4. Click Finish.
Parent topic: Watch Rules in Saved Reports