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For advanced alerts, there are two different views, one with the visualization and the other view with a list of emails, email subjects, email body, etc. (typically from excel data source).
Generally, yes, for an Advanced Alert there is one "trigger view" which serves to provide VizAlerts the instructions for what you want it to do (and under what conditions). In those instructions, you may reference one or more visualizations from the same workbook, or others, if you like. A static excel data source would work fine for this if you just wanted to send things on a schedule, but ours primarily use live database connections, because the criteria we want to send alerts on must be dynamic, not static (e.g., "email these users when there was a failure on their content in the last hour--and don't if there wasn't").
You would subscribe the NON-viz view (trigger view) to the special alert subscriptions and implement the visualization view in the email body. So we are not subscribing the viz to anything? only the trigger view, correct?
That's correct, yes. You can embed the trigger view in a dashboard that serves as the visualization too, if you really want to, so they're both a single view, but I wouldn't recommend that.
Also, is there anything besides moving alerts to the bottom that the acrylic letter A functions for? Or is that the only purpose and simply writing 'Alerts' is enough?
Nope, that's all the Cyrillic "A" does. The problem we run across with a large Server deployment like ours with people being onboarded all the time is that they think they're normal subscriptions schedules and use them, when they really aren't. Bumping them down to the bottom helps avoid confusion. You can call the schedules whatever you want, you just need to make sure that the query in the config file is looking for the right naming pattern. There are other Unicode characters that can achieve the same push-to-the-bottom trickery...to find a different one, I suggest Shapecatcher -- it's actually a really fun tool!
Thank you Matt! Once again, you save the day!
Another quick question: if there is any typo in your Trigger View, say, you just wrote gibberish inside the VIZ_ALERT(), will the trigger view become the visualization that appears in the email? For example, your email body will be an actual chart with emails, email bodies, etc.
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Nope, if you have a typo in the actual workbook or view name, it'll send you a failure email, and your alert will do nothing.
If you type:
...in the body field, VizAlerts won't know that's a content reference, and it will just dump the text "VIZ_IMAGINE(myworkbook/myview)" in there rather than the rendered viz itself.
There are three ways that your your trigger viz would show up as a rendered image in an alert email:
1. You left off the " Email Action" field from it, which is used to tell VizAlerts to process your subscription as an advanced alert. It would therefore process it as a simple alert instead.
2. If you left out the path to the other viz you really wanted and just used VIZ_IMAGE() -- that would reference the viz you subscribed to, and dump the image of it in there.
3. If you actually did reference it intentionally with your content reference: VIZ_IMAGE(myworkbook/mytriggerview)
Thanks Matt! This is exactly what I was looking for!