To add entity criteria to a conditional alert

The procedure to add entity criteria to a conditional alert is as follows:

Navigate to Quick Menu > System > Configuration > Alerts. The Alert Details window is displayed.
Expand the Conditional alert type and linked entity before selecting an associated alert from the alphabetical list, or type its name into the Search Alert field. By default the list is filtered to show Current alerts. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
Click on Add Criteria. The Add Criteria Step 1 window is displayed.
Select the focus area for the conditional alert rule using the Entity criteria is for drop-down field e.g. Asset, Contact, Contact Group, Rent Account, Rent Agreement, etc.
Use the Description field to add contextual notes that will explain the derivation and purpose of the entity criteria.
Choose an Effective from date for this entity criteria i.e. the date on which it came into effect 2.
Choose an Effective to date if the entity criteria is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the criteria will be continually valid.
Click on Next. The Add Criteria Step 2 window is displayed, ready to define one or more conditions to control the subset of records relevant to the alert. This requisite step is covered separately in the topic Understanding the advanced statement builder.
Click on Save. The specified criteria is displayed in the Criteria summary table, including the compiled statement algorithm (Criteria column).

Note

1 The Search Alert field will match against any element of the alert description.

2 The Effective from date defaults to the current system date and cannot be left blank.

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