Send a message to a specific user or group when an alert is created

In some instances, you may need to create a workflow where a message is sent to a specific user or group once an alert is created. In this article we will explain how to set up the workflow start conditions and actions, as well as how to associate the workflow with an escalation policy.

Create Workflow  

1. Navigate to Configuration and select Workflows.
2. Click Add Workflow
3. In the resulting form, enter a Name for the workflow, in the Type drop down choose Alert. Leave the Template as Standard Alert. Click Submit to save changes.

Add Start Condition

1. Scroll down to Start Conditions and click Add Start Condition. For this example, we will use Match All Conditions.  
2. In the dropdown for Name, select AlertStatus, is for the operator, and select Open as the Value.  
3.  Click the green checkmark to save.
   

Add Action

1. Under Actions, click the Add Action button.
2. Select SendMessage as the action. This will produce a dialog box.
   
3. Select an Escalation Policy to govern the routing of the update message,
4. Choose the recipient.  In this example, we will be choosing specific recipients. Users or Groups must already exist to be selected here.    
5. In the Message Text box, you can craft the body of the message using static text and/or keywords from the list.  
6. Submit the Action, and this will update the Workflow.  

Add Workflow to an Escalation Policy

1.  Ensure the new Workflow is Enabled by clicking the update button and checking the Enabled box before clicking the green check. 
2. To add the Workflow to the Escalation Policy, navigate to Configurations and select Escalation Policies.
3. Choose an Escalation Policy and expand the Automation tab.

4. Press the Add Workflow button.  In the resulting dialog, select your Workflow (it must be enabled to be present here) and press the arrow button to move it to the Selected Workflows list.

5. Press Submit and the new Workflow is added to the Escalation Rule and saved.