Email Alert Record

The program automatically creates a record of each type of email alert your organization uses.

To view the record of an email alert from the Email alerts page, click its name on the Email alert types or Custom email alert types tab.

For a custom email alert or a task reminder email alert, you can view and manage the instances of the alert, the email message sent with the alert, and the process that sends the alert to its users.

For a standard email alert other than a task reminder alert, you can view and manage the application users who receive the alert and the email message they receive from the record.

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. For information about how to edit the email message of an alert, see Edit Content of an Email Alert.

Note: The program automatically includes a link to the area of the application related to the email alert. For example, an email alert that notifies the user of a batch assignment automatically includes a link to the batch in Batch entry.

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

From the record of a custom email alert or task reminder email alert, you can manage the process to send the email alert to remind users to complete their tasks.