Defining list alerts

When you personalize or configure a list in the Rich Client user interface and you add or edit a field, you are presented with a list of defined conditions which you can associate with an alert type (red, yellow, green, blue, or icon) to trigger the different types of alerts.

  1. Open a list in either Personalization or Configuration Console.
  2. To add an alert to an existing column, select the column field name and click Edit. To add a field, click Add Field.
  3. If you are adding a field, specify the appropriate field in Field.
  4. On the Alerts tab, choose an Alert Type (red, yellow, green, blue, or icon).
  5. Select a condition to trigger the Alert.

    The available conditions is a list of the conditions defined in the business class logic.

    Narrow the list to the appropriate conditions by using the Search field.

    If you wanted to set up an alert for a condition that you don’t see on the list, you can define your own Condition type User Field and add it to the list, assuming you have the appropriate configuration security role.

  6. Optional. Select additional alert types and conditions.

    For example, you may select one condition to trigger a red alert, another to trigger a yellow alert and so on.

  7. Optional. For Icon alerts, select an icon to use.

    The available icons display in the Icon list. Icons are delivered with the application. You cannot define your own.

  8. Optional. Define the Mouse Over test.
  9. Click OK on the List Column Editor.
  10. Click OK on the List Editor to save the personalized list or save your changes in Configuration Console.