Setting up specific Alerts

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Hi all,

My company is working with a webform. Two different departments are responsible for filling out two different pieces of the webform to make it complete. Department A has to go first.

I do not want to set up an alert that everyone gets each time the dataset updates.

I do want to set up an alert when column A has values and columns B,C, and D do not.

Is this possible?

If this helps, feel free to agree, accept or awesome it!

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Best Answer

  • MichelleH
    MichelleH Coach
    Answer ✓
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    @damen I'd suggest setting up a card using your webform dataset for the alert. You can use a beast mode filter to only include rows where action is needed from Department B like this:

    case 
      when column A is not null and column b is null and column c is null and column d is null 
        then 'Include'
      else 'Exclude' 
    end
    

    Then you can set the summary number to be a count of column A and set the alert to send a notification when the summary number is greater than 0.

Answers

  • MichelleH
    MichelleH Coach
    Answer ✓
    Options

    @damen I'd suggest setting up a card using your webform dataset for the alert. You can use a beast mode filter to only include rows where action is needed from Department B like this:

    case 
      when column A is not null and column b is null and column c is null and column d is null 
        then 'Include'
      else 'Exclude' 
    end
    

    Then you can set the summary number to be a count of column A and set the alert to send a notification when the summary number is greater than 0.