Ultriva Rules/Alerts Part 2

1. Ultriva Rules/Alerts Part 2

2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years Scott Stickles scotts@ultriva.com Ultriva Project Manager Supporting Ultriva > 7

3. General Webinar FAQ • If you have a question please use the question box and we will try to go over them at the end • We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/ • We plan on hosting additional webinars at this time on the 3rd Thursday of every month. The next webinar will be March 20th • We are doing the demos in Ultriva Version 7.5 and higher

4. Ultriva Rules – Agenda • Review some things from the last session • Learn how to create a grid alert when the grouping feature is used • Go over the new webinar portion of the help site • We will have a few short surveys throughout this webinar and will give you the results

5. Rules/Alerts Review – General Info • Rules allow users to set up alerts that are generated when an event happens or does not happen • Do not Edit or make any changes to rules that are going to a table • Detailed information is available using the “How do I?”feature when you are viewing the Rule List

6. Grouping Email Alerts When you use Grouping, the alert is not sent immediately, instead anything triggered within the timeframe selected will be delivered in one email Grouping may not be useful in all situations, especially if the information is time critical – Rescheduling and supplier may be gone for the day, or if being notified of shipments and supplier is just a few miles away

7. Grouping Email Alerts Default Grid Alert

8. Rules/Alerts – Grouping Option Best Practices If you are grouping, you should only use the Email option Set up a separate rule if you want the browser alert also Set up on your TEST site first After testing the rule – copy paste the body when you create it in the PRODUCTION environment To create the grid alert, there is a specific syntax that must be followed exactly for it to be generated properly

9. Rules/Alerts – Grid Syntax - Beginning Start with an Open Brace then the Pipe Symbol End with the Pipe Symbol followed by a Closed Brace {| |}

10. Rules/Alerts – Grid Syntax - Headers Start and end with the Pipe Symbol (|) then a Dash (-) Start with an Exclamation Point (!) then enter the Headers that you want separated by Exclamation Points {| |- |- ! Release Date ! Card ID ! PO No ! Reqd Ship Date |}

11. Rules/Alerts – Grid Syntax - Insert Fields Start with the Pipe Symbol (|) then Insert the fields you want separated by the Pipe Symbol – Be sure you are putting them in the same order as your headers {| |- |- | ! Release Date ! Card ID ! PO No ! Reqd Ship Date ['%HDID;DST;' KC:ReleaseDate] | [releaseid('KC:BPFL_GID', 'cycleno')] | [CYCL:SupplierPONum] | ['%HDID;DS;' KC:ReqShipDate] |}

12. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 260 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com