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How to use Alert Templates?
How to use Alert Templates?

Step by step guide on how to use templates for your alerts

Claire Roos avatar
Written by Claire Roos
Updated over a year ago

What are Alert Workflow Templates?

Workflow templates are templates that can be set up to provide a series of standard monitoring conditions for users to be able to set up alerts more easily.

This allows an organization to set up default monitoring conditions for specific use cases and to simplify the process of configuring multiple alerts across multiple solutions.

Step by Step Guide

  1. To configure a new alert, you need to go to the Alerts overview section on the left hand panel.You can do this by clicking on the exclamation mark icon on the left hand menu.

  2. Next, you need to click on "Alerts Set Up" at the top right of the page, next to “Alerts Feed”

  3. Now click on “Create New Alert”

  4. The next page that will look like the image below

  5. Next you want to choose the template that you want to use. The templates are arranged into solutions

  6. With templates the parameters are already set up the only things that can be changed are the sensor(s) affected, the chosen delivery method of notifications and the alert schedule.

  7. To choose the sensor(s) that you want to apply the alert conditions to you can select a folder of sensors (which will select all sensors in the folder) or one or more individual sensors. If any of the sensors meet the condition you've set, an alert will be triggered.

  8. Once the sensors are chosen, decide who will be notified and how

  9. You can have notifications sent by Email or SMS, and you can edit the messages we send when a notification is triggered. In the default template you'll see a number of values which will reflect the details of whichever sensor the alert is triggered for.

  10. For SMS alerts, mobile numbers will need to be entered with an area codes (eg, +447). For users that have their phone number stored in their profile, you can just enter their name

  11. Once you're happy with the sensors and notification options you've added, you can create the alert by clicking "Save" in the top right corner

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