Menu Path: Product Lifecycle Management Processing Lifecycle Alert Create
Create lifecycle alerts based on product lifecycle management alert rules.
Use Lifecycle Alert Create to generate product lifecycle management alerts based on alert rules set up in Lifecycle Rule Entry.
Note Alerts are only created in Lifecycle Alert Create for days reminder, days past due, and linked task alert rules.
When you create alerts, an email is sent to the product lifecycle management team and the Workflow Alert Report is output. This report lists information about the created alerts.
You can use Scheduling Assistant to create alerts during off hours.
Alerts for product lifecycle management teams are viewed in Lifecycle Task Management.
To create alerts:
If you want to only create alerts for a specific workflow type, clear the All check box to the left of the Workflow Type field, and enter a workflow type in the Workflow Type field.
If you want to only create alerts for a specific workflow level, clear the All check box to the left of the Workflow Level field, and enter a workflow level in the Workflow Level field.
Click the Print Options tab, and select output options for the report that is output when you create alerts.
Click the Create button in the ribbon. Alerts are created, alert emails are sent, and the Workflow Alert Report is output based on the options you selected in step 3.
Button |
Description |
Exit |
Click this button to close the Lifecycle Alert Create window. |
Create |
Click this button to create product lifecycle management alerts, and output a report of the alerts. |
Field or Button |
Description |
Select this check box to create alerts for all workflow types. This check box is selected by default. |
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Enter a workflow type for which you want to create alerts, or click the Lookup button to select a workflow type. This field is only enabled if you clear the All (Workflow Types) check box. |
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Select this check box to create alerts for all workflow levels. This check box is selected by default, and is disabled if the All (Workflow Types) check box is selected. |
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Enter a workflow level for which you want to create alerts, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box. Note You can only select a workflow level after you select a workflow type. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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