iSheet tips - alert workflow

Alert workflow

Successful email alerts involve a subtle choreography between three players:  the Site Administrator, who configures the iSheet and alerter condition(s); the recipient of the alerts, who must configure their Email Preferences appropriately; and the user adding or updating iSheet items, who may choose to suppress an email alert, and must enter a value in the appropriate Choice column (or columns).

In order to successfully deploy iSheet alerts, all of the following steps must be completed by each of these user groups:  

For Site Administrators

• Enable the iSheet for alerts and make sure at least one group has access to this iSheet, if permissions are applied to the iSheet.  (By default, every group will have view access.)
• Create either a choice- or date-based alert, considering the instructions and best practices outlined in the preceding articles.
• Enable a view for email alerts and make sure at least one group of users has read access to it if view permissions are enabled.  (By default, every group with access to the iSheet will have access to the email view.)

For Alert recipients

• Subscribe to receive iSheet email alerts (immediate, daily or weekly). 
• If available, select the choice options that if entered in the iSheet item should trigger the alert.

For Users adding or updating iSheet items

• Add or modify entries as per usual, but keep in mind the following:
• If a user preference choice alert is configured, ensure that a value is entered in that choice column.
• Leave the notification default preference as Respect user preferences or optionally select Send now to every subscribed user.