Enabling condition-based alerts in Notifications

Creating a condition-based alert for a notification is similar to creating a query to return results that then triggers the notification. When you specify columns in the Condition panel, you are building the select and where statements of your query.

To enable conditional-based alerts for a notification, you must add a notification trigger with its own conditions. When your condition returns data that meets the requirements, the notification is triggered.

  1. Select Notifications from Space Management or click the Notifications icon in Dashboards, Designer, or Visualizer to navigate to the Notification Center.
  2. Click + Create New Notification to create a new notification.
  3. Complete the New Notification form by specifying and setting the details of the notification.
  4. Enable the Set schedule based on conditions property.
    When you enable this setting, the Repeats fields are automatically used for scheduling based on the conditions.
    Repeats
    Select the frequency to check for the condition. You cam select Hourly, Daily, Weekly, Monthly.
    Every
    The hourly frequency to run a check for the condition.
    Note: This option only displays if the Repeats is Hourly.
    On
    Note: This option only displays if the Repeats is Weekly.
    Set the weekly cadence to schedule the notification. You select a day of the week or multiple days of the week for your weekly cadence.
    Starting at
    Specify the time and time zone for when to schedule the condition check and then send the report.
    Starts On/Ends On
    A start and/or end date to check the condition. These fields are empty by default. You can specify both a start and end date or just one date. If you select a weekly cadence, you must specify a start date. If there is a start date specified but no end date, Birst checks for the condition from the start date until the user manually changes the schedule or disables the notification. If there is an end date by no start date, Birst runs on the cadence you specified until the end date is met.
    Note: You are restricted from setting the start date as today's date. It must be tomorrow's date or later.
  5. Click Select a Measure or Attribute in the When condition meets field to define your conditions to trigger the notification. This is the measure, attribute, or expression data that is returned if the notification is triggered. You need a measure to ensure that the dimension tables are joined.
    The Condition panel is displayed with two tabs, Basic and Advanced Editor.
    The Advanced Editor tab is for specifying a BQL statement on your own. Otherwise, use the Basic tab.
  6. Select or specify a Base Measure/Attribute to set a base column. You can click the Drawer icon to select a subject area to choose a column from.
  7. In the Where section, select a column in the Column to Filter On field to add as a filter to the alert condition. Click the Drawer icon to select a column from a subject area.
  8. Select an Operator to use for the condition.
    You can select:
    • Equals
    • Less Than
    • Less Than Or Equals
    • Greater Than
    • Greater Than Or Equals
    • Not Equal To
    • (is missing)
    • (is not missing)
    • Contains
    • Does Not Contain
    • Between
    • Outside
    • In
    • Not In
  9. Specify your value to evaluate the condition in the Value(s) to Filter By field to return the results.
  10. Click +Add Condition to add multiple conditions to the trigger.
    When you add a new condition, you can select AND or OR to set how the application processes the additional conditions. For example, if you select AND, then for the conditional alert to be met, each condition must be met for trigger to occur. If you use OR, then only one of the conditions needs to be met for the trigger to occur.
    Note: You can use either AND or OR for additional conditions but you cannot use them both in the same condition.
  11. Click Validate to validate the data. A confirmation message displays if your condition returns data.
    Birst also displays a message if your condition is valid but there is no data yet to return. If the condition data is not valid, Birst displays a message informing you to check your conditions.
  12. Click Back to save the condition. Alternatively, click X to cancel the condition.
  13. Complete the Notifications form. You can click Edit to edit the conditions.