The procedure to assign a conditional alert to matching entity records 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.
- With all assignment rules that are applicable to the conditional alert displayed in the Criteria summary table, click on Evaluate Now
2. All entity records matching the specified criteria are updated with the conditional alert. Once complete, a notification message is displayed to the end user.
- To verify those entity records to which the conditional alert has been linked, click on View Entities. The View Entities tab is activated, revealing all records relevant to the alert in the Entities summary table, categorised using the Entity type column: Asset, Contact or Contact Group.
- Click on Close.
Note
1 The Search Alert field will match against any element of the alert description.
2 The time taken to complete the alert assignment is dependent upon the number of matching entity records identified through the linked criteria rules.
See related topics...
Alerts management overview
To add entity criteria to a conditional alert
To create a new conditional alert