Create alert rule (form)

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

Right-click on the form that you want to create an alert rule for and then select Create alert rule.

Use this form to create alert rules for a specific form. When the criteria of an alert rule are met, an alert is triggered. The alert rules you create can be maintained in the Manage alert rules form.

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Select

Open the Inquiry form where you can specify the business data records for which to apply the rule.

Note

If you select the Only records that match the selected filter option without inserting any filter criteria, the rule is applied to all business data records created in the current form.

Fields

Field group

Field

Description

Send email alerts for job status changes

Field

Specify the information in a form that you want to monitor. The initial contents of this field change according to the location from where you clicked the Create alert rule command.

You can select one of the fields in the active form.

Event

Determine during which event an alert should be triggered.

Click the following links to read more about the three event types:

Alert me for

All records

Select this option if you want to be alerted for all records of the selected business data type.

Note

The name of this field includes the business data type.

Current record

Select this option if you want to be alerted for the active record of the selected business data type.

Note

The name of this field includes the business data type.

Only records that match the selected filter

Select this option if you want to be alerted for a subset of the records of the selected business data type.

Note

The name of this field includes the business data type.

Alert me until

No end date

Trigger alerts indefinitely.

End date

Trigger alerts up to and including the selected day. Then, the rule becomes inactive.

Alert me with

Subject

The title of the alert message is generated from your entries in this form. You can change the suggested title.

Message

Enter optional message text. This text will be sent when an alert is triggered.

Alert who

User ID

Enter the user who is designated to receive the alerts that are generated by the current alert rule.

Other alerts

Show pop-ups

Send the alerts that are generated by the current alert rule as pop-up windows.

See also

About alert rules

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).