Beacon

Adding alerts to records

Updated 3 months ago

help_outline Heads up! This is a guide for admins. If you're not an admin yet, ask your Beacon admin to promote you so you can start managing alerts.

Alerts in Beacon are a great way to highlight important information on a record. You can use them for anything, but here's a few examples:

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link Creating alerts

  1. Open customisation mode when viewing a record.

  2. Click the alerts icon in the top right of the page:

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  1. An alert settings dialog will appear, showing you a list of all of the existing alerts.

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  1. Click create new alert.

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  1. Enter a title and message that you'd like to show in your alert.

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  1. Choose an alert type. Think about what kind of message you'd like to show in your database when choosing this.

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  1. Set the show conditions. These are filters just like those used for segmentation, except this time, you're using them to determine whether an alert should show on a given record.

help_outline Let's say you wanted to show an alert for all people who are deceased. You could add a show condition which looks at the Deceased field to only show the alert when it is checked: Screenshot 2020-06-25 at 12.38.05

  1. Click Create.

That's it! Your alert will now show automatically on records that satisfy your show conditions.


link Editing alerts

  1. Open customisation mode when viewing a record.

  2. Click the alerts icon in the top right of the page:

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  1. An alert settings dialog will appear, showing you a list of all of the existing alerts. Click the edit icon on the right of the alert you'd like to change:

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  1. Make the relevant changes, and then click Save.
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