To customize an alert
1.
Determine whether to customize an alert system-wide, or for a particular template only.
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To customize an alert system-wide, click Customize Alerts from the Other Options section in the Administrative Settings page.
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To customize an alert for a particular template, select a template on the Template Configuration page, then select the Customize Alerts tab of the template.
The system displays the Customize Alerts page.
2.
Select a locale in the Locale field.
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If your system supports multiple languages and/or locales, we recommend you set custom text for each supported locale, for each alert you customize.
3.
Select an object in the Planning Object field.
If you are configuring a template, this field may be disabled. For example, if you are working with a project template, Project is selected in this field and you cannot select anything else.
4.
Select an event in the Alert Event field.
5.
Enter text for the subject and message of the alert. Optionally, enter text for the header and footer of the alert.
6.
Optionally, specify attributes and links to tabs for the subject, body, header, or footer.
Note the following.
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Available attributes and tabs are displayed in the tabs located on the right side of the Customize Alerts page.
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Click Get Alert Details and Get Header and Footer to retrieve the current or default text for the alert and the header and footer, respectively.
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If you are using detailed task alerts, you can customize the alert header and footer only for workflow task alerts.
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If you are customizing alerts system-wide, you cannot add links to system tabs in the header and footer.
7.
After you have completed the customization for the alert, click Save Changes in each section where you made changes to save the alert.
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