Users have the ability to schedule email or in app alerts based on their saved filters. These alerts can be set at a frequency of the user's choosing and a notification will only be sent if a new asset has been added that matches the filter conditions.
This article will detail how to set up and schedule filter alerts.
More information on how to save, share, and manage filters can be found here.
Scheduling The Filter
Once a filter is saved, users will find this filter listed under their Saved Filters on the Advanced Filter tray. Form there, users can click on the "..." next to the filter name to do one of the following actions.
- Set As Default Filter
- Schedule Alerts
- Update Current Filter
- Share Filter
- Manage filters/Alerts
- Delete
For this article, we will cover the action - Schedule Alerts
Once selected, a pop-up box will appear where the user can select the frequency they would like to receive these alerts.
There are multiple options under the Notification Type drop-down. By default, “None” is selected, but in order for frequency to be selected users must chose between the following options.
- Email - Defaults to the user's email only
- InApp - Within the user's PDX UI Only
- Email & InApp - Send notices to the user's email and within PDX
Next, the user must select the Frequency:
- Every Month
- Every Week
- Every Day
Once the Notification Type and Frequency types are selected, the user must click “Save”
The user will receive a confirmation the Filter has been scheduled successfully. Now whenever a new asset that matches that filter condition is ingested users will receive an alert.