How to build Event Form Rules to Create Alerts

Purpose: Learn how to leverage event form rules to create alerts when using the event form

Audience: 25Live Functional Administrators

  1. Alerts can be a valuable way to communicate information to the requestor or scheduler as they work their way through the event form.
  1. To create an alert go to your event form rules section within the system settings.

More Menu > System Settings > Event Form Settings > Rule Settings > Add New Root Rule

  1. When creating a new rule you want to name it and make sure it's active.  It will be active by default so you need to select "no" if you are not quite ready to use it. 

    The source will be the data element you want to use for an alert. For example, perhaps you want to alert the user about some specific information around a location such as hours of operation, or signage information. Perhaps you want to provide some policy information to users if they plan to serve food or alcohol.  Perhaps you want to provide some contact information for a particular custom attribute or event type. The use of alerts is unlimited.  The source is also what triggers the alert.

    The target in this example is the alert

  1. In this example I'm going to create an alert related to a custom attribute.  I want to provide some information to the requestor if they plan to serve food. I want the alert to display on the event form when the user answers "Yes" to the question on serving food.

    Choose the source and value.

    The target will be the alert.  You will get a text box and can add all the information you want to display in the alert.

    Make sure to save your rule.

Creating an event rule source
Creating an alert rule target
  1. Here is how this alert would display on the event form.
Alert using the user using event form

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