How Alerts are suppose to work in Crystal Enterprise

[Guest_imported]

Hi,

I need little help on Alerts. When I create any alerts in the Report Designer 8.5, and if those alerts met the criteria I mentioned in alert, I get a POP up window with that alert description and if I hit the button "View Records", I see only the records with that specific condition.

But when I publish the report, I dont see any pop up window in Enterprise environment. I am just curious, is it another BUG or it is the way it is suppose to work in Enterprise environment. It does not solve any purpose if this is the way it is suppose to work in Enterprise Environment.

Any expert comments will be appreciated.

Thanks,

Vishal

 

[AEldridge]

Hi Vishal,

The behavious of alerts in CE is different to the behavious in the CR designer.

In CE, you can see the alerts by clicking on the "Alerts" button on the top menu bar in ePortfolio. Alerts are only triggered on reports that are scheduled...

So you need to:

1. Create a report with an alert
2. Save the alert into CE
3. Schedule the report.
4. Click on the alert button to see the alert panel.

From the alert panel you can click on the title of the report to see the report instance that triggered the alert.

Note that the "view records" button is not available in the CE smart viewers - you would need to create a selection formula to apply the necessary filtering if you wanted to simulate this behaviour.

I hope this helps.

Cheers, Alan Eldridge
Melbourne, Australia

 

[Guest_imported]

Thanks Alan,

How can I get the "selection formula to work" to further filter the data based on activated alerts.

Vishal

 

[AEldridge]

Hi Vishal,

You can apply a selection formula to a report object (including a report instance) by adding a selection formula on the URL:

http://myserver/.../viewrpt.cwr?objectid=123&SF={Customer.City}='Melbourne'

I guess you would need to determine what the selection formula is based on information returned about the alert. Maybe you could encaplulate it in the alert description field...

Hope this helps, Alan Eldridge
Melbourne, Australia