The Create User Alert Action Path action creates a manual alert for one or more ACE users. The alert displays the configured message in the recipient's alert menu along with the associated account information.
You can route the alert to the current user, the account's primary agent, the worklist agent, or specific users. When Specific User is selected, you can select multiple users to receive the alert.
Create a User Alert
Go to Setup → Workflow → Action Paths.
Create a new Action Path or open an existing Action Path.
Add a new action.
In Class Name, select Create User Alert.
Configure the alert.
Field | Description |
|---|---|
Label | Enter a descriptive name for the action. |
Description | Enter an optional description. |
Class Name | Select Create User Alert. |
User Method | Select how ACE determines who receives the alert. |
Message | Enter the message displayed in the user's alert menu. |
Days from now | Enter the number of days from the time the Action Path runs that the alert should be assigned. |
Hour | Specify the hour the alert should be assigned. |
Select the Alert Recipient
Use User Method to determine who receives the alert.
User Method | Description |
|---|---|
Current User | Sends the alert to the user associated with the current Action Path execution. |
Primary Agent | Sends the alert to the account's primary agent. |
Worklist Agent | Sends the alert to the agent associated with the worklist. |
Specific User | Allows you to select specific ACE users to receive the alert. Multiple users can be selected. |
Send an Alert to Multiple Users
To send the same alert to multiple users:
Set User Method to Specific User.
In Users, select each user who should receive the alert.
Complete the Message, Days from now, and Hour fields as needed.
Click Save.
Each selected user receives an individual alert containing the same message, timing, account, and related message information.
Note
Existing Action Paths configured with a single specific user continue to work without modification.
Viewing User Alerts
User alerts appear in the Utility Bar with a lightning bolt icon and the number of available alerts in parentheses.
Select the arrow next to the alert icon to view the alert list. Selecting an alert displays its details and allows the user to navigate to the associated account.