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How to create an Alert

Contents

Objective

The objective of this how-to is to illustrate how you can add new alerts to Openbravo. Alerts are non-intrusive informational messages to individual users or groups (roles) about anything within the system. One can define unlimited number of alerts for various statuses, errors, informative purposes, reminder etc. Some examples are:

and many more.

Defining the alert

First of all, the condition under which the alert appears needs to be defined. This is done using a SQL statement that needs to follow certain conventions.

To enter a new alert, use the role System Administrator to navigate to General Setup || Application || Alert window. Depending on how you installed Openbravo, you might already have some alerts here. If you do, try to find the Customers with exceeded credit one and double click it. If not, create a new record as indicated below:


HTDAlert1.png

where this is the exact code for the SQL field:

 
 SELECT c_bpartner_id AS referencekey_id,
     ad_column_identifier('C_BPartner', c_bpartner_id, 'en_US') AS record_id,
     0 AS ad_role_id,
     NULL AS ad_user_id,
     ad_column_identifier('C_BPartner', c_bpartner_id, 'en_US') ||' has '||SO_CreditLimit||' as limit and has reached '||SO_CreditUsed AS description,
     'Y' AS isActive,
      ad_org_id, 
      ad_client_id, 
      now() AS created,  
      0 AS createdBy,  
      now() AS updated,
      0 AS updatedBy
 FROM c_bpartner 
 WHERE SO_CreditLimit < SO_CreditUsed
 AND iscustomer='Y'
 AND SO_CreditLimit!=0

The fields in question here are:

We will come back to this code and explain it in detail. First, let's try to see the resulting alert.

Defining recipients

Switch to the role Openbravo Admin (or your defined 'administrator' role), navigate to General Setup || Application || Alert, select the Customers with exceeded credit alert and switch to the Alert Recipients tab. Add a new record as indicated below:


HTDAlert2.png


Notice that a role can be added (that includes several users) or a specific user.

Scheduling the alerting background process

For the alerts to be evaluated and triggered, the background process needs to be scheduled since it doesn't come that way out of the box. Using the role Openbravo Admin (or your defined 'administrator' role) navigate to General Setup || Process Scheduling || Process Request and enter a new record:


HTDAlert3.png

The Result

Finally, log out and back in and select the role Openbravo Admin (or your defined 'administrator' role). You should be able to see an alert in the navigation bar. By clicking on it, you will automatically be taken to the Alert Management window that should look something like:


HTDAlert4.png


SQL code explained

In order to write any kind of alert, the approach is very similar. Let's take another look at the SQL code that describes the condition:

 
 SELECT c_bpartner_id AS referencekey_id,
     ad_column_identifier('C_BPartner', c_bpartner_id, 'en_US') AS record_id,
     '0' AS ad_role_id,
     NULL AS ad_user_id,
     ad_column_identifier('C_BPartner', c_bpartner_id, 'en_US') ||' has '||SO_CreditLimit||' as limit and has reached '||SO_CreditUsed AS description,
     'Y' AS isActive,
      ad_org_id, 
      ad_client_id, 
      now() AS created,  
      '0' AS createdBy,  
      now() AS updated,
      '0' AS updatedBy
 FROM c_bpartner 
 WHERE SO_CreditLimit < SO_CreditUsed
 AND iscustomer='Y'
 AND SO_CreditLimit!=0

Each SQL statement basically simulates an Openbravo table which is why it needs to have all the columns defined above:

Finally the WHERE clause describes the condition that triggers the alert. In our case the SELECT statement will return all Business Partners (FROM c_bpartner) that are customers (iscustomer='Y') and have exceeded their credit limit (SO_CreditLimit < SO_CreditUsed) which needs to be different from zero (SO_CreditLimit!=0).

In other words, anything you can describe in a SQL statement can be defined as an alert. It's as simple as that.

Retrieved from "http://wiki.openbravo.com/wiki/How_to_create_an_Alert"

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