You must complete three steps when creating a Report Alert:
The Create Alerts dialog box appears.
The Create Alert dialog box appears.
The Message box lets you enter a message to be used as a default. If you want the same message to appear every time your alert is triggered, enter it in the Message box.
If, however, you want to use a formula so the message is customized with data elements, see the next step.
The Alert Message Formula Editor appears. This editor is the same as the Formula Editor; for information on how to use it, see Working with the Formula Editor.
For example, if you want to see the message "Country is a star performer" (where Country is the name of a specific country), you might create the following formula:
GroupName ({Customer.Country}) + " is a star performer"
GroupName ({Customer.Country]) + DefaultAttribute
The Alert Condition Formula Editor appears. This editor is like the Alert Message Formula Editorincluding its ability to base formulas on recurring fields.
Alert formulas can be based on recurring records or on summary fields, but cannot be based on print
If an alert formula is based on a summary field, any recurring fields used must be constant over the summary field. For example, if you are grouping on Country, Region, and City, you might create an alert such as:
Sum ({Customer.Last Year's Sales}, {Customer.Region})
In this case, your formula can refer to either Country or Region, but not City or Customer Name since these are not constant.
Note: Alert condition formulas can be created using either Crystal Syntax or Basic Syntax.
You are returned to the Create Alerts dialog box and your new alert is listed. You can see its name and status (Enabled or Disabled).
Only enabled and disabled alerts appear in the Create Alerts dialog box. If an alert is triggered, it is seen in the View Alerts dialog box.
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