Create Filtered Alerts To Sniff Out The Data You Really Want Within Dynamics AX 2012
 

Create Filtered Alerts To Sniff Out The Data You Really Want Within Dynamics AX 2012

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Alerts are a great feature within Dynamics AX because they allow you to watch any information that you are interested in and then get alerts when the information is changed or updated. This is great ...

Alerts are a great feature within Dynamics AX because they allow you to watch any information that you are interested in and then get alerts when the information is changed or updated. This is great for when you need status updates but are too busy (or lazy) to go into the list pages and look for yourself. But alerts are a double edged sword. If you are not careful you can end up spamming yourself. Having too much information being sent to you is just as bad as none at all. Luckily you can fine tune your alerts and notifications down from the shotgun approach to just the information that you are interested in.

It’s like having your very own truffle sniffing pig, except it’s not a pig and it sniffs out data, so really nothing like a truffle sniffing pig…

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Create Filtered Alerts To Sniff Out The Data You Really Want Within Dynamics AX 2012 Create Filtered Alerts To Sniff Out The Data You Really Want Within Dynamics AX 2012 Document Transcript

  • 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CREATE FILTERED ALERTS TO SNIFF OUT THE DATA YOU REALLY WANT
  • CREATE FILTERED ALERTS TO SNIFF OUT THE DATA YOU REALLY WANT BY MURRAY FIFE
  • Copyright © 2014 Murray Fife All Rights Reserved View slide
  • 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface View slide
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  • 7 Create Filtered Alerts To Sniff Out The Data You Really Want Alerts are a great feature within Dynamics AX because they allow you to watch any information that you are interested in and then get alerts when the information is changed or updated. This is great for when you need status updates but are too busy (or lazy) to go into the list pages and look for yourself. But alerts are a double edged sword. If you are not careful you can end up spamming yourself. Having too much information being sent to you is just as bad as none at all. Luckily you can fine tune your alerts and notifications down from the shotgun approach to just the information that you are interested in. It’s like having your very own truffle sniffing pig, except it’s not a pig and it sniffs out data, so really nothing like a truffle sniffing pig…
  • 8 TIP & TRICKS FOR DYNAMICS AX 2012 Start off by finding the data that you want to get alerted on. In this case we want to watch the status of our Sales Orders so we will watch the Status field. Then right- mouse-click on the field and select the Create Alert Rule menu item. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 9 TIP & TRICKS FOR DYNAMICS AX 2012 When the Create Alert Rule dialog box is displayed, change the Event to Is Set To so that we can track when the orders are placed in a certain status. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 10 TIP & TRICKS FOR DYNAMICS AX 2012 Then select the Status that you want to be notified on from the second dropdown list. In this case we only want to know when the orders are invoiced. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 11 TIP & TRICKS FOR DYNAMICS AX 2012 Then change the Subject and Message so that the alert is a little more informational. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 12 TIP & TRICKS FOR DYNAMICS AX 2012 If you expand out the Alert Who group then you will be able to choose who is notified. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 13 TIP & TRICKS FOR DYNAMICS AX 2012 Also if you expand out the Other Alerts group then you can choose if you want to receive a Pop-Up, and/or an Email. To make this even more useful we can restrict the records further to just the ones that we are interested in. In order to do this, click on the Select button within the Alert Me For group. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 14 TIP & TRICKS FOR DYNAMICS AX 2012 This will open up the default selection for this alert. To add another condition to this selection, click on the Add button. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 15 TIP & TRICKS FOR DYNAMICS AX 2012 This will create a new line within the Range tab. You can then select the Field that you want to filter this alert on. In this case we will filter further on the Sales Responsible field so that we only get alerted on the orders that we are connected with. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 16 TIP & TRICKS FOR DYNAMICS AX 2012 Then from the Criteria field we can select the user that we want to filter the selection on. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 17 TIP & TRICKS FOR DYNAMICS AX 2012 You can continue refining the search, and when you are done, click on the OK button to save the selection. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 18 TIP & TRICKS FOR DYNAMICS AX 2012 Now that you have created the alert, just click on the OK button to exit form. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 19 TIP & TRICKS FOR DYNAMICS AX 2012 To see this in action, we will start off with our records that we want to watch. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 20 TIP & TRICKS FOR DYNAMICS AX 2012 Just to be sure with this example we will make sure that the user is associated with the order before we continue on. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 21 TIP & TRICKS FOR DYNAMICS AX 2012 All that we need to do is invoice the sales order. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 22 TIP & TRICKS FOR DYNAMICS AX 2012 Behind the scenes Dynamics AX will send the user a notification that the order has been invoiced. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 23 TIP & TRICKS FOR DYNAMICS AX 2012 If you drill into the notification details then the subject and message will be copied from the alert to the notification as well. How cool is that. Create Filtered Alerts To Sniff Out The Data You Really Want
  • 24 TIP & TRICKS FOR DYNAMICS AX 2012
  • 25 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 26 TIP & TRICKS FOR DYNAMICS AX 2012
  • 27 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author