Settings required to enable alerts

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Posted on by ClaireWit

Hi there,

I'm trying to setup custom alerts (I set them up through the options tab as shown below and then > create custom alerts)

However, I don't get emailed when the action occurs - are there any settings I need to enable first?

Here is a detailed view of the alert I set up if that is helpful:

Thanks,

Claire

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Claire,

Please check this article. It is mentioned well described.

paragchapre.com/.../

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ClaireWit 20 on at

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The article was helpful, and I was able to follow the steps, however the email alert still will not send - I get an error message about SMTP setup, and it tells me to adjust the email parameters page.

This is how I set up my SMTP settings, however when I go to send a test email I get the following error message:

Any guidance would be appreciated.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Claire,

You have to alter the form with the below information.

Once this is done then click on the Test email.

Follow this as per number.

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ClaireWit 20 on at

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Thank you, this enabled email alerts!

However, when creating my alerts, I'm only able to create them for custom fields - is there a way to set up alerts for existing fields (such as birthdays?)

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Claire,

in that case, you have to use power automate and you can create alerts based on your field.

I have written article on this and I will publish somewhere this week. I ll send you the link.

if you are happy with earlier solution then please mark as verified so that it can help others.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi ClaireWit

As mentioned in my earlier post, I have written a blog post on how to create alerts/notifications for custom fields or any field in the form.

Please check here. paragchapre.com/.../

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