Before you begin
Alerts notify users about changes or specific conditions in their CMMS data, but aren't designed for sending dashboard content. If you want to share a look or dashboard, you should send or schedule it instead.
To learn more, see the Download and share section of the help center.
Plans: Professional and Enterprise
Audience: Creators
Alerts allow you to automatically notify users when specific conditions are met in a dashboard tile. For example, you could set up alerts to notify users when:
- A user is assigned more than 10 work orders
- A critical asset has more than 5 open work orders
- There are more than 17 overdue work orders
- Monthly maintenance costs are over $50,000
To create an alert on a dashboard tile:
- Navigate to the dashboard you want to create an alert in. To learn how, see View dashboards.
- In the tile you want to create the alert for, click the alert icon:
- Enter a name for the alert in the field provided.
- In the Condition section, use the fields provided to specify when (i.e. under what conditions) you want the alert to be sent:
In the example above, alerts will be sent if there are more than 25 work orders that meet the tile's filter conditions. In this case, because the tile shows the number of late work orders, the alert would be sent if there are more than 25 late work orders. See Alert conditions below for a list of the supported conditions. - Enter the email addresses you want to send alerts to.
- Use the Frequency and Time settings to specify how often alerts are sent:
In the example above, the app will send alerts at 5:00 AM each day that the alert parameters are met (e.g. more than 25 late work orders). - Switch on the Include custom link toggle:
This automatically updates the Domain field with the URL for your tenant's data. This allows users to access your tenant's data via the alert, as long as they have used Analytics within the past 4 hours. - (Optional) To customize the button text, fill in the URL label field. In the example above, the button text would be "Click here!"
- Click Save Alert.
View the alerts for a tile
Once you've saved an alert, a badge is added to the alert icon to show how many alerts have been created for that tile:
To see that tile's alerts, click the icon. In the menu next to the alert, you can edit, duplicate (i.e. copy), or delete it:
Alert conditions
The conditions you can send alerts for depend on the type of field the alert is for:
Condition | Applies to |
---|---|
Changes by (a combination of increases by and decreases by) | Date or time fields |
Decreases by | Date or time fields |
Increases by | Date or time fields |
Is equal to | All measures |
Is greater than | All measures |
Is less than | All measures |
Is greater than or equal to | All measures |
Is less than or equal to | All measures |