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b. Hover over the upper right corner of the widget. Click the ellipsis button then select Create Bot.
Create a new bot.
ac. When the Create a new bot window opens, provide a Bot Name and identify the Role that will be allowed to access the bot. Adding a clear Description of the bot is recommended.
d. Click the Confirm button.
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Automatically the Trigger form will show next.
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Note: Trigger form is under the Design Tab.
Create the trigger.
a. Setup
a. On the Bot creation screen, click Design.
b. Create the Trigger script. The widget name is automatically provided. The name in this field is inherited from the name of the report or widget where you started the bot creation.
c. Set additional filters according to your requirements.
b. Add criteria/s at "meet following criteria: " section. Select +Add Group or + Add Condition if applicable.
c. Click the d. Click the Data Inspector icon if you want to preview the data available.
ed. Set the time and frequency for running the bot under "I want the bot to run base on this Schedule:" section.
e. For advance scheduling, hover to the Advance Scheduler section and click the "Setting" link.
g. Manually setup the Bot to alert in Minutes, Hours, Day, Month and Year. Then, click Save.
fh. Click the Next button to continue.
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a. Select the channel(s) where the Bot will send the alert message. You may select multiple channels, depending on your requirement.
- Microsoft Teams Chat
- Microsoft Team Channel
- Web Message
b.
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Set up the Alert message. E.g. Select "Email" alert.
Almost all alert messages contain the following:
- To: (A receiver/recipient) - Select if: From Dataset Field; From Drill through; From User lists.
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- SubjectMessage content : Setup a subject manually and/or thru selecting a Dynamic Token.
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- Message: (Setup message content and dynamic token for the alert message)
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You may use the Insert a Token icon to select the data to include in the message. You can also use the formatting icons to highlight sections in the message.
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dc. Click the Next button to continue Click Next when done.
Set the Escalation script.
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