Set User Preference
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Alerts4Dynamics gives a provision of setting up the preferences to receive an alert which completely leaves it to the users to choose how they want to receive an alert.
Admin configures an alert as ‘User Preference’. Let’s say an admin does not have any specific preference to receive an alert.
Admin – No preference
But there are another two users having a preference to receive an alert in the following manner:
User 1 – Email Notification
User 2 – Pop up
Admin will not be able to see an alert since an alert is configured as only ‘User Preference’ and admin did not set any preference to receive an alert.
User 1 will receive an alert only through Email.
User 2 will be able to see an alert only as a Pop up.
Navigate to Advanced settings --> Settings --> Security --> Users.
Open the user record.
For Admin - Do not set any preference (make sure it is blank).
For User 1 – Set the preference as ‘Email Notification’.
For User 2 – Set the preference as ‘Pop up’.
Next, select user from whom an email is to be sent as ‘From’ in Alerts4Dynamics configurations. For this, navigate to Alerts4Dynamics app --> Configurations.
Open the configuration record.
Select the user (this is the user from whom an alert will be sent via email to that user who has preference to receive an alert set as ‘Email Notification’).
Configure and activate the message.
Once the message is activated - User 1 will receive an alert only through an Email.
The user will be directed to the record page by clicking on the record link available in the email body.
In case of an announcement alert being sent through an email, there will be no such link since announcements are not record specific.
User 2 will get an alert only through Pop-up.
Admin configures an alert as both ‘User Preference’ and ‘Form Notification – Dialog’. Let’s say the admin does not have any specific preference to receive an alert.
Admin – No preference
User 1 – Email Notification
User 2 – Pop-up
Admin will be able to see an alert only as a ‘Form Notification – Dialog’.
User 1 will receive an alert through an ‘Email’ as well as ‘Form Notification – Dialog’.
User 2 will be able to see an alert as both ‘Pop-up’ and ‘Form Notification – Dialog’.
Set individual user preferences for an alert. Admin – No preference.
User 1 – Email Notification.
User 2 – Pop-up.
Configure the alert message.
Once the message is activated; Admin will be able to see an alert only as a Form Dialog.
User 1 will be notified through both Email as well as Form Dialog.
As Email Notification:
As Form Dialog:
User 2 will be able to see an alert both as Pop-up and Form Dialog.
As Pop up:
As Form Dialog:
Note: - User preference and Email notification cannot be used together.
Reason: User is required to create a workflow for alert as ‘Email Notification’ where they will decide which of the users to be picked as an audience of this email notification. In addition to this, no separate notification is created for an alert as ‘Email Notification’, it would be sent directly as email.
For any queries, reach out to us at crm@inogic.com
