Define Alerts New Alert or Define Alerts Edit Alert Dialog Box


Use this dialog box to Define a New Alert or edit existing alerts.

General:

Type

Click browse to choose the alert type.

Title

Enter a title for the alert.

This field defaults to the type chosen in the Type field.

Description

Enter a description of the alert.

Priorities:

Mark the priority levels that you want to use. Enter values in the parameter fields to define under what conditions the alert is triggered.

Include:

The following options may be disabled depending on the type of alert selected.

Approved Documents

Mark to display approved documents if they meet the priorities criteria.

Closed Documents

Mark to display closed documents if they meet the priorities criteria.

Rejected Documents

Mark to display rejected documents if they meet the priorities criteria.

Subscribers:

This section lists the users currently subscribed to the alert.

Add Subscribers to This Alert

Click to assign the alert to users.

Once subscribed, any documents that meet the alert's criteria will then appear in the Alerts object in that user's Workspace.

How to access this dialog box:

  1. Right-click the top level folder (All Projects) in the Project View and click Define Alerts.
  2. From the Define Alerts Dialog Box, do one of the following:
    • Click Add to add a new alert.
    • Click Edit next to an existing alert to edit it.


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Last Published Wednesday, June 17, 2015