Defining list alerts

You can add or edit the alert icons that display in list columns.

  1. From the list you want to personalize, click More Actions (ellipsis) and select Options > Personalize.
  2. To add an alert to an existing column, select the row that represents the column that should have an alert and click Alerts.
  3. To add a new column for the alert, click Add (+) > Add Field.
  4. If you are adding a column, specify the appropriate field and label in Details.
  5. In Alerts, choose an Alert Type (red, yellow, green, blue). For example, clickAdd (+) > Add Red Alert.
  6. 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.

  7. Optional. Use the Negated field in conjunction to the Condition field. A checked value means the condition is negated.
  8. Optional. Specify the mouse over text.
  9. Optional. Add 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.

  10. Click OK.