iSheets module

iSheet tips - alert workflow

Alert workflow

Successful email alerts involve three players: the Site Administrator, who configures the iSheet and alerter condition(s); the recipient of the alerts, who must configure their Email Preferences appropriately; and the user adding or updating iSheet items, who may choose to suppress an email alert, and must enter a value in the appropriate Choice column (or columns).
To successfully deploy iSheet alerts, all of the following steps must be completed by each of these user groups:
For Site Administrators
  • Enable the iSheet for alerts and make sure at least one group has access to this iSheet, if permissions are applied to the iSheet. (By default, every group has view access.)
  • Create either a choice- or date-based alert, considering the instructions and best practices outlined in the preceding articles.
  • Enable a view for email alerts and (if view permissions are enabled) make sure at least one group of users has read access. (By default, every group with access to the iSheet has access to the email view.)
For Alert recipients
For Users adding or updating iSheet items
  • Add or modify entries as usual, but keep in mind the following:
  • If a user preference choice alert is configured, ensure that a value is entered in that choice column.
  • Leave the notification default preference as
    Respect user preferences
     or optionally select
    Send now to every subscribed user
    .

This article applies to:

  • Product: HighQ
  • Subject: iSheets, Setup