› Practice exercises › Alerts

Alerts

Use alerts to monitor metrics, records, and process values. An alert can be set to notify several external systems or users when a defined threshold is met or exceeded. For example, when the metric value differs from the previous time interval by more than 50%.

In Insight, you can configure alerts either to see on the dashboard or receive by email. In this exercise, you will create alerts that notify you when order processing takes more than 10 working days.

To configure alerts, perform the following steps:

  1. Create and configure an alert.
  2. Enable checking alerts in Admin Console.

Create an alert in the Viewer

You need to use two components in Insight to manage alerts: alerts grid and alert messages grid. An alerts grid must be added to the dashboard so that alerts can be created in the Viewer. The end user can see these alerts in the alert messages grid.

  1. In Studio, create a new View, name it Alerts, and then click OK.
  2. Drag the alerts grid and alert messages grid to the canvas.
  3. Create anchors automatically on the View.
  4. Save the View and open it in the Preview/Viewer.

Configure an alert based on a record

Alerts can be created only in the Preview or Viewer. Open the View in the Preview or in the Viewer, add conditions for your alert. Alerts can be based on three sources: on a metric, a record, or a process. For our example, the alert is based on a record.

  1. On the Alerts Grid component, click New record alert.
  2. Configure the Alert properties tab:
    1. Name the alert.
    2. Set the Severity to Important.
      If you set the importance to Critical, alerts are shown in pop-up windows in the Viewer.
    3. Set Check for alerts every to 15 minutes.
    4. In our example, we have data only for the years of 2012 - 2013, so change the year in Starting from to 2012.
  3. Configure the Condition tab:
    1. Click the ellipsis icon and select the Sales Order Business record. Click OK.
    2. Select the Send record data by email check box.
    3. Set Order Turnaround Business to > 10.
  4. Configure the Visibility tab. Select the current role to be eligible for seeing alerts on the dashboard.

  5. Click OK.
  6. Configure the Email options tab:
    1. In the Delivery option group, select the Send each alert message in a separate email check box.
    2. In the Recipients group, add the email address for Recipients for new messages. Use a comma or a semicolon to add several recipients.
See the Help for Kofax Insight Studio for more information about alert options and their descriptions.

Enable checking alerts in Admin Console

  1. On the Documents Tree, click Distribution. Under Alerts distribution projects, select the Sample project.
  2. Save the changes.
After completing this exercise, approximately in 15 minutes you will receive an email with an alert and you can also see this alert in the Viewer in the alert messages grid.