Set User Preference

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.

Scenario 1:

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

Outcome:

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.

Steps to set User Preference

  • Navigate to Advanced settings --> Settings --> Security --> Users.

Set User Preference
  • Open the user record.

Set User Preference
  • For Admin - Do not set any preference (make sure it is blank).

Set User Preference

For User 1 – Set the preference as ‘Email Notification’.

Set User Preference

For User 2 – Set the preference as ‘Pop up’.

Set User Preference
  • Next, select user from whom an email is to be sent as ‘From’ in Alerts4Dynamics configurations. For this, navigate to Alerts4Dynamics app --> Configurations.

Set User Preference
  • Open the configuration record.

Set User Preference
  • 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’).

Set User Preference
  • Configure and activate the message.

Set User Preference
  • Once the message is activated - User 1 will receive an alert only through an Email.

Set User Preference

The user will be directed to the record page by clicking on the record link available in the email body.

Set User Preference

In case of an announcement alert being sent through an email, there will be no such link since announcements are not record specific.

Set User Preference

User 2 will get an alert only through Pop-up.

Set User Preference
Set User Preference

Scenario 2:

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

Outcome:

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’.

Steps to set User Preference

  • Set individual user preferences for an alert. Admin – No preference.

Set User Preference

User 1 – Email Notification.

Set User Preference

User 2 – Pop-up.

Set User Preference
  • Configure the alert message.

Set User Preference
  • Once the message is activated; Admin will be able to see an alert only as a Form Dialog.

Set User Preference

User 1 will be notified through both Email as well as Form Dialog.

As Email Notification:

Set User Preference

As Form Dialog:

Set User Preference

User 2 will be able to see an alert both as Pop-up and Form Dialog.

As Pop up:

Set User Preference

As Form Dialog:

Set User Preference

Note: - User preference and Email notification cannot be used together.

Set User Preference

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.

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