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This process is the easiest way to create a bot from any report | or widget containing that contains the data you want the bot to monitor and report to you. Consider need. Prepare the following tips before continuing;:
- email field included in the data or drill through, whether you want the bot send alert messages thru email or teams chat and/or channel it is needed
- alert message constructed before starting the bot creation process
- escalation message if required
Steps in creating bot from widget
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- An email address - This is needed when choosing to send the alerts through email, chat, or a Teams channel.
- The alert message - Prepare the message that will be sent to the receiver of the alert.
- An escalation message, if an escalation step is needed.
Here are the steps in creating a bot from a widget:
- Open the widget that needs a bot.
- Locate the Bot icon
to initiate the bot creation. Always click this icon on any
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- report or widget every time you need to create a bot using the data in the report or widget.
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- Provide a
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- Bot Name and
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- identify the Roles that will be allowed to access the bot.
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- Adding a clear Description of the bot is
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- recommended.
- Click the Confirm button
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- .
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- On the Bot creation screen, click Design.
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- Create the Trigger script
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- . The widget name
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- is automatically provided
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- . The name in this field is inherited from the name of the report or widget where you started the bot creation.
- Set additional
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- filters according to your requirements.
- Click the Data Inspector icon if you want to preview the data available.
- Set the
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- time and frequency for running the bot under Schedule.
- Click the Next button to continue
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- .
- .
5. Select where you want the Bot to send the Alert message. Please note you can select several channels where you want the bot to send the alert message.
- Select the channel(s) where the Bot will send the alert message. You may select multiple channels, depending on your requirement.
- Click Next when done.
- Set up the Alert message. Almost all alert messages
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- contain the
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- following:
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- A receiver
- Subject
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- Message content
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You may use the Insert a Token icon to select the data
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- to include in the message. You can also use the formatting icons to
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- highlight sections in the message.
- highlight sections in the message.
- Click the Next button to continue
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- .
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- Set the Escalation script. Take note that the escalation recipient can be another user, a manager, and/or a next-level manager
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- , depending on your requirement. Y can also set several escalation steps
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- as needed.
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- Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.
- Define the escalation steps by selecting an Escalation Threshold.
- Write
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- the Escalation message.
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- Click the
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How to turn ON the Bot?
- Turning ON the Trigger switch will let the bot prepare all alert messages but not sent.
- Turning ON the Alert switch will instruct the Bot to send the alert message to any recipient set in the Alert script screen.
- Turning ON the Escalate switch will instruct the Bot to send escalation messages to target user, managers, etc.
How to check if the Bot is firing and sending alert messages?
- Check the Detail tab under Recent Run History.
- Check the Run History for the successful runs. Other option includes All Runs, Only Successful Runs, Failed and Running.
- Check the Bot messages generated. These are the actual messages generated by the bot.
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- + Add Message button to add another message.
For example, if you select Week for Time Frame and 3 for Escalation Threshold, the escalation message would be sent when the bot is triggered 3 times in a week.
- + Add Message button to add another message.
- Click the Finish button when done.
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