Managing Alerts

All alerts are managed in a central location in the Alerts Management screen. From the dashboard, click on the Alerts icon on the left side panel. 



Sections

  • Creating a New Alert
  • Alerts List
  • Alert Details
  • Edit an Alert
  • Delete an Alert
  • Share an Alert
  • Webhooks & Slacks
  • Email Alert Template and Tokens


Creating a New Alert

You can create new alerts in Alerts Management by clicking the Add Trigger Notification + or Add Data Update Alerts + orange icons. Note that Widget Alerts must be created on the widget themselves.


Alerts List

The list of Alerts you?ve created are listed here, along with details about the alert. You can also edit, share, clone, or delete alerts here.


Alert Details

  • Alert name: The name you gave your alert
  • Source: The widget or dataset used for the alert
  • Alert Type: Displays the type of alert (i.e. Widget Alert, Trigger Notification, or Data Update Alert)
  • Medium: The medium used to notify you of the alert (i.e. email/webhook/Slack)
  • Total Fired: The number of times the alert has been triggered
  • Last Fired: The date/time the alert was last triggered
  • Created Date: The date/time the alert was created


Edit an Alert

You can edit an alert by clicking the pencil icon on the right side of each alert listing.


Clone an Alert


To clone an alert:

  1. Click the 3-dot icon on the right side of the alert listing
  2. Select Clone
  3. Make any changes to the alert as needed
  4. Click Save
  5. The cloned alert will now appear in the Alert list


Delete an Alert


To delete an alert:

  1. Click the 3-dot icon on the right side of the alert listing
  2. Select Delete
  3. You will be asked to confirm if you want to delete the alert. To proceed, click OK


Share an Alert

You can explicitly share an alert with another user. Note that sharing is only available to users who have full access rights to the dataset being used for the alert. 


To share an alert:

  1. Click the 3-dot icon on the right side of the alert listing
  2. Select Share
  3. In the dropdown, select the user(s) to share the alert to Click Share


Webhooks & Slacks

In Alerts Management, you also see a list of all the Webhook and Slack alerts you've created. You can edit each entry by clicking the pencil icon on the right hand side of each line. You can also delete an entry by clicking the Delete icon. 


Email Alert Template and Tokens

For alerts sent via email, you have the option to write custom HTML to customize the body of the email template. The body can contain the dynamic tags below:


%DATASET_NAME%

%ALERT_CONDITION%

%DATASETLASTUPDATE%

%COLUMN_NAME%

%DATA_CSV%

%DATA_JSON%


For example, using the default HMTL payload template for a Trigger Notification Alert:


Will produce an email alert body that looks similar to the image below: