AX2016

Alerts

Using alerts, you can define a condition to monitor and then notify one or more users if that condition is met. For example, you may want to alert certain users if their budget-to-actuals variance for a particular month exceeds a specified amount.

Alerts are defined within Axiom files, on a dedicated Alert Control Sheet (Control_Alert). To define an alert condition, you specify properties such as:

• The condition to be evaluated to trigger the alert.
• The recipients for the alert notification if it is triggered.
• The message to be displayed to alert recipients.
• The method of alert delivery (email and/or task pane).
• An optional link to the source file or another file to provide the user with more information about the alert.

Once alerts have been defined, you can process them in a variety of ways. You can set up alerts within a report and then process alerts for that report periodically using File Processing or by using the Process Document List task in Scheduler. Or you can set up alerts within a plan file, and then those alerts will be processed when the plan file is run using Process Plan Files.

If an alert condition evaluates to True when alerts are processed, then the specified recipients receive an alert notification. This notification is displayed in the Notification task pane and/or delivered via email, depending on the alert settings. The user can read the notification, navigate to the specified supporting file, and delete the notification when they are finished reviewing it. Alternatively, you can query alert notifications using the Axiom.Notifications system table and display them in a file, such as the Home file, or in an Axiom form.