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create-alert-rules.md

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title TOCTitle ms:assetid ms:mtpsurl ms:contentKeyID author ms.date mtps_version audience ms.search.region
Create alert rules
Create alert rules
4b00add8-f1d3-43e7-929d-ff7e523eec8c
46687541
tonyafehr
05/02/2014
v=AX.60
Application User
Global

Create alert rules

[!INCLUDEarchive-banner]

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create alert rules from any form in Microsoft Dynamics AX, or from the Manage alert rules form.

If the form that contains the data that you want to monitor is open, you can also right-click an item on the form, and then select Create alert rule on the Command menu.

Create a rule in a form

  1. Open the form that contains the data to monitor.

  2. Right-click the field for which you want to set up an alert rule, or right-click anywhere in the form, and then click Create alert rule.

    –or–

    On the Command menu, click Create alert rule.

  3. In the Create alert rule form, in the Field list, select the field to monitor.

  4. In the Event list, select the type of event.

  5. In the Alert me for section, select an option.

    For more information, see About alert rules.

  6. If you want the alert rule to become inactive on a specific date, in the Alert me until section, select an end date.

    For more information, see About alert rules.

  7. In the Subject field, accept the default subject heading for the email message, or enter a new subject. The text is used as the subject heading for the email message that you receive when an alert is triggered.

  8. In the Message field, enter an optional message. The text is used as the message that you receive when an alert is triggered.

  9. Click OK to save the settings and create the alert rule.

Example: Create an alert rule for postponement of a delivery date

  1. Click Accounts payable > Common > Purchase orders > All purchase orders.

  2. Double-click a purchase order.

  3. In the Purchase order form, expand the Purchase order header tab.

  4. Right-click the Delivery date field, and then select Create an alert rule.

  5. In the Create alert rule form, in the Event list, select has been postponed.

When you close the Create alert rule form, your rule appears in the Manage alert rules form.

Example: Create an alert rule for new sales orders

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Right-click a sales order, and then select Create an alert rule.

  3. In the Create alert rule form, in the Event field, select Record has been created.

When you close the Create alert rule form, your rule appears in the Manage alert rules form.

Create a rule by using the Manage alert rule form

When you create an alert rule in a form, the Manage alert rules form also opens. You can then create additional alerts for the same form.

For more information, see Manage alert rules.

  • In the Manage alert rules form, click Create alert rule, and then click the form name that appears on the submenu.

Create a rule by using a template

If you base your alert rules on a predefined template, you do not have to set up all the details of each alert rule.

  1. On the File menu, click Tools, and then select Manage alert rules.

  2. Click Create alert rule, and then click From template or press CTRL+N. A list of all the company-specific templates that are available is displayed.

  3. Select the template to use, and then click OK.

  4. In the Manage alert rules form, on the General tab, in the Alert me for and Alert me with sections, select the appropriate options.

See also

About alert rules

About creating alert rules