The What To Send configuration section matches the same functionality as the Smart Actions settings. The same concepts and rules apply. Email alerts can be thought of in the same way as Smart Actions because rules are configured using the same functionality.
What to Send rules closely match the functionality defined in Smart Actions. The conditions can help to restrict when alerts are triggered and ensure that email alerts are only sent based on specific conditions. Nag Emails are useful to set up when reminders need to be send out periodically especially for stalled requests.
8/30/2017 11:10 PM
12 comments [latest: 9/9/2017 2:52 PM]
[4/26/2017 4:58 AM]
What about text conditions e.g. Which of these should I use:
Status = Closed
Status = 'Closed'
Status = "Closed"
I have an alert based on date but as soon as I add a Condition it never sends out an alert...
[4/26/2017 2:00 PM]
Robin: Status equals Closed, no quotes. Check for differences in spelling and spaces.
[5/3/2017 6:08 PM]
Is it possible to include more than one list item in one alert Mail when the items fullfill the Trigger condition (e.g. "expired") or do we have to send E-Mails for each list item? Thanks
[5/4/2017 9:19 PM]
Peter: you can send email as a daily or weekly summary, this way only one email will be delivered combining the alerts.
[6/26/2017 12:06 PM]
I want to send an E-Mail on last Day of a month (to trigger the invoicing) each month before expiring date. I tried out several formulas, with no result. Example: Start Date 06/15/2017 Expiring date 08/31/2017. Therefore the E-Mail alert should run 06/30/2017;07/31/2017 and 08/31/2017. How to do this?? Is there a formula to calculate the Trigger date ("end of month") such as in Excel. I implemented also the dynamic today field (from IW Actions). Does this probably help for this Problem? I have no further idea. Thx for your advice.
[6/26/2017 2:17 PM]
Peter: you can use functions to fill in a date column and base your alert on that date column. You can calculate the first day of the last month of the invoice (using 1, the month and the year from the invoice using ToDate function), the use two AddDate functions to first add 1 month and then subtract 1 day.
[8/15/2017 3:44 PM]
I have to create a bunch of alerts with about 6 to 10 conditions each, but only one of these conditions and the recepient is different. Is there a way to copy existing alerts like 'copy and paste'?
[8/15/2017 4:05 PM]
Peter: unfortunately no, there is no copy/paste capability for alerts.
[8/16/2017 8:04 AM]
Could this be an upcoming Feature in UF?
[9/8/2017 10:42 AM]
Hello Vladi, your description of the Formula for calculating the Month end date as of 6/26/2017 was very cryptic ;-). Can you please provide an example??
[9/8/2017 1:34 PM]
Hi Peter - in this situation a calculated field is your best bet. This formula will always give you the last date for the month stored in in "YOUR DATE FIELD":
=DATE(YEAR([YOUR DATE FIELD]),MONTH([YOUR DATE FIELD])+1,1)-1
This calculates a date that is the next month, first day, then subtracts 1 day.
You can reference the calculated field in Infowise Actions and Alerts as needed.
More information about working with dates here:
[9/9/2017 2:52 PM]
It works, thx a lot; I only had to Change the "," to ";" due to the rules of the german Version.
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