# Event-Based Alert

To understand how this provision works in case of Event-Based Alerts,  let’s consider that the user wants to create an alert notification to be shown when the value of a **‘Subject’** field of the case record changes. And later, user wants this alert to auto-dismiss once the case is resolved.

#### Steps to Auto-dismiss Alerts

* Navigate to **Advanced Settings** --> **Settings** --> **Process** --> **New Process**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6tCQcRmOXz-Bjc_uy%2FEvent_1.png?alt=media\&token=590d760c-f2d5-4028-a7e7-a213d8c12f5f)

* Select category as **‘Workflow’** and choose the **Entity** --> Click on **OK.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6tSqu3TY8lKeeFA5O%2FEvent_2.png?alt=media\&token=f2ff2354-4e8e-4675-bde5-416e4beffd73)

* Go to **‘Record fields change’** --> Select the field **‘Subject’** from the list.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6tivasNIPTfCnyANm%2FEvent_3.png?alt=media\&token=5284b71e-121e-446e-9be8-27e9865997d3)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6trfx98URLkyYSKPl%2FEvent_4.png?alt=media\&token=402d1559-2bea-4d75-9dc1-3c92997ed3ef)

* Create a notification request record to create an alert.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6u4X6dfdXQyto3w25%2FEvent_5.png?alt=media\&token=5cf01b63-702b-4f37-a8c7-c5a82bf6165c)

* Select **‘Notification Request’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6uFlf4qBY9trLPGlH%2FEvent_6.png?alt=media\&token=874bb323-f88c-4801-a4e0-c2b3bd71059e)

* Click on **‘Set Properties’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6uTo12tgpedZvrCKV%2FEvent_7.png?alt=media\&token=d7982d0b-3488-49da-a2b2-b33c68ed6d63)

* Perform the dynamic field selection as required.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F28YJdfRaicOyYcoboSGh%2FEvent_8%20\(1\).png?alt=media\&token=eff78227-ab93-46ed-aa9a-46184e450886)

* To display alert on the case record, set the **‘Notification Associated With’** as shown below:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEmSRIh81j8Ug6zOP2BcK%2FEvent_9.png?alt=media&#x26;token=fc5a0518-d376-4000-91db-68a2cd6a40fc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FkZCBVi5vfvqCJZAyjQSZ%2FEvent_10.png?alt=media&#x26;token=1ae9fe62-1b92-47fe-bacb-80a1c8b76699" alt=""><figcaption></figcaption></figure>

* After creating an alert, now add a **‘Wait’** condition which will wait till the case is resolved.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6vhgKvqf6bVGEok-Y%2FEvent_11.png?alt=media\&token=542c1272-dfb9-4b5c-bc8b-ab23d882495e)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6w2l_5NmXOJwExPf6%2FEvent_12.png?alt=media\&token=e31e51ab-66bc-4ed0-bcea-9856c8196146)

Let’s further configure the condition.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6wBBKoQUllxMKfr2n%2FEvent_13.png?alt=media\&token=b984cebc-d4b5-486d-8f72-d703d87d8a91)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6wHWkNVo3iY0r64bV%2FEvent_14.png?alt=media\&token=b0337449-92f7-46b7-9357-08f15077cbf2)

* To auto-dismiss the alert once the case is resolved, select the row and add a new step as shown below:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6wQmeKIh_-HAuXLVr%2FEvent_15.png?alt=media\&token=88da88d4-3c7b-406c-bdd1-2ccf69f3d444)

* Select the below assembly from the list for auto dismissing the alert notification.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FelnSuTz2iIseHn720ewi%2F16.png?alt=media&#x26;token=438911be-b704-4bf5-bbe2-6cde009de454" alt=""><figcaption></figcaption></figure>

* Click on **‘Set Properties’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F4xPybTuQjuqvFd9dKpUp%2F17.png?alt=media&#x26;token=1a338b51-5f24-47bd-b396-03d8e4aa6624" alt=""><figcaption></figcaption></figure>

* Select the below option from the list for **‘Look for’** field. This is a first step description that was added to create a notification request record.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6wzVfGS2XpK2Oym_V%2FEvent_18.png?alt=media\&token=3e876924-b1e0-4a85-8412-9f1ee6f90310)

* Click on **‘Add’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6x838Ve3H00hE1JNM%2FEvent_19.png?alt=media\&token=f7260903-7832-4af8-b87b-b88a31fe423e)

* Click on **‘OK’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6xNM0qH40PHkjxsp9%2FEvent_20.png?alt=media\&token=720dcb0d-c462-4bf8-a9da-7b0d5137999b)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6xTiX1ufZiSdwDWqi%2FEvent_21.png?alt=media\&token=d19f11d0-c51c-4012-9088-af79facd1509)

* Click on **‘Save and Close’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6xecivU4LhFUOyVSJ%2FEvent_22.png?alt=media\&token=4e902c27-fb02-4a7e-a5aa-3ccc757ab44d)

* Next, activate the workflow.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6xw0ddSgD4UeE8hJj%2FEvent_23.png?alt=media\&token=129a0b49-6f63-45be-bcd2-114c82564d8e)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6y-8r9X5hWrv-C4kB%2FEvent_24.png?alt=media\&token=f0a14d38-6f17-48b7-b8d1-0f8d24b86581)

* Navigate back to **Case** --> **Open a case record** --> **Change** the value of the field **‘Subject’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6yHBGXYRqjvACIFaD%2Fevent_25.png?alt=media\&token=1c14286c-a2b8-404c-b6ad-7fc5315ae338)

* Change the subject from **‘Delivery’** to **‘Query’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6yYC8zL4Hl2eYTAjw%2FEvent_26.png?alt=media\&token=bdaa0594-9025-41b5-b044-f9bdb322f286)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6yeJJ7SPv9vJwl68P%2FEvent_27.png?alt=media\&token=d84b84af-f1e9-48fe-910e-e3ab8db00046)

* Click on **‘Save’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6yotEJZ9RNJTDF8Un%2FEvent_28.png?alt=media\&token=3ca0a896-2956-4e9b-a2d1-65f9f6e56753)

* Once saved successfully, an alert will be shown as a **Dialog** on the case record. It will continue showing up until the case is resolved.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fiw5jBImM0FIrJvYzzmKg%2FEvent_29.png?alt=media&#x26;token=fdb03b56-9e4a-414f-b7c2-6fed7df95fe7" alt=""><figcaption></figcaption></figure>

* Now, let’s mark this case record as resolved.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6zIOH3mk90YZap_Ov%2FEvent_30.png?alt=media\&token=be131562-203b-4313-8df0-d14ada653149)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6zNqf0irjzaMgU7yM%2FEvent_31.png?alt=media\&token=ea8f1aad-e85b-4984-9a47-02169c8b995e)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6zTODwV7PA8Nz_j_r%2FEvent_32.png?alt=media\&token=0c19ce15-abab-4ef2-a7ba-24245db90062)

* Once the case is resolved, the alert is dismissed automatically.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-ML6sAiLUmSc5TGMSyKh%2F-ML6zbkGGUpKrmI7Pikf%2FEvent_33.png?alt=media\&token=f0066cbe-151b-440b-898b-f82642b31e05)

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
