Manage Alert Definition

For a custom email alert or a task reminder email alert, the Manage alert definition tab appears. From this tab, you can configure the email content sent with the alert and view and manage the instances of the alert.

Under Email content, the subject and body of the email message that application users receive with the alert appears. To edit the email message users receive, click Edit on the action bar. For information about how to edit the email message of an alert, see Edit Content of an Email Alert.

For a task reminder email alert, under Users, the names of the application users who receive the email alert appear. To update the information in the grid, click Refresh List on the action bar. From the grid, you can also assign the alert to users or disable the alert for a selected user.

For a custom email alert, under Instances, you can view information about the alert, such as whether it has a context record or parameters and how many users to which it is assigned. The Enabled column indicates whether the alert is enabled. To update the information in the grid, click Refresh List on the action bar. To view or manage the users assigned to an instance of a custom email alert, select the instance in the grid and click Go to instance on the action bar. The record of the alert instance appears. For information about the items on this record, see Custom Email Alert Instance Record.

Under Instances, you can also add and manage instances of the alert.

Edit Content of an Email Alert

Assign an Email Alert to Application Users

Disable an Email Alert for an Application User

Add Instances of a Custom Email Alert

Edit an Instance of a Custom Email Alert

Disable or Enable an Instance of a Custom Email Alert

Delete an Instance of a Custom Email Alert

 

 

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