Alerts can be distributed to Business Central users by using details from Customer, Vendor, the triggered table, or directly to an email address.
- Locate and open the Alert Entries page via search
- Highlight the appropriate Alert Entry and modify the Recipients list as required.
Field Explanation Type How the Name and Email are fetched. Use a Field Value Tick this to fetch the Name and Email by using a field value from the record. No.
If using a field value, select a Recipient Field. See 'Setting which fields can be used as a recipient'.
Otherwise select an entry from the table determined by the Type when applicable (e.g. Customer).
Name If using a field value, the name of the field.
Otherwise the name of the recipient.
The Email address to which the Alert will be sent. Send Alert Send an User Alert when the Alert is triggered. This is only available when the Type is User. There may be a My Unread Alerts stack on the user's role centre or search and open My User Alerts Send Email Send an Email when the Alert is triggered.
Below are some examples of how Recipients might be setup.
Type = User
Select a specific user from the User list to send the alert and/or email to
Type = Email, Use a Field Value = ticked
Type = Email, Use a Field Value = unticked
Enter a specific Name and Email address to send the email to.
Type = User Who Triggers
An Alert and/or email to the user who triggers the alert
Type = Salesperson/Purchaser, Use a Field Value = ticked
NOTE: if the Use a Field Value is unticked in then the No. field will look up to the Salesperson/Purchaser list and a specific code can be selected.
Type = Team
An email is sent to all the members in the Team. A Team in Business Central is a group of employees recorded as Salespeople/Purchasers.
Type = Contact, Use a Field Value = unticked
An email is sent to a specific Contact from the Contact list.