Example of a custom alert message

In this example, you construct a custom message for the alerts that notify users that a new project is created from a request.

You provide the custom message for the user who needs to take action.

  1. On the Alerts Settings page:
    • Locale: English (or choose your locale)
    • Planning Object: Request
    • Alert Event: A project request is submitted
  2. Click Get Alert Details. The page refreshes to show the current general and personal messages.
  3. Select and delete the default text for the Subject (Personal) and the Message Body (Personal).
  4. Use the lists of Attributes and Tabs to construct the following subject and message.

    Subject (Personal)

    <attribute>Logged in User</attribute> would like you to approve the request, <attribute>Request Name With Code/</attribute>

    Message Body (Personal)

    Hello <attribute>Recipient</attribute>,

    Your approval is needed to start this project. This request was created on <attribute>Created Date</attribute>.

    You can approve the project here: <tab link="Summary">Summary tab for the project</tab>

  5. Click Save Changes in the Customize Alerts section.

Assume that Connie Contact submits a request to Mary Manager. Mary receives the following alert:

Connie Contact would like you to approve the request, "July Magazines (TRS100)"

Hello Mary Manager,
Your approval is needed to start this project. This request was created on 
June 15, 2008.
You can approve the project here: Summary tab for the project.