Using Advanced Recipient Selection for alerts

How to add Searches based on metadata selections to chose recipients for alerts

Requirements

• A role with the ability to send alerts
• The Metadata Recipient Selection feature enabled for your tenant.
• Appropriate metadata tags added to user data, such as Facility or Role.
• An Custom Alert Form or Alert Template with the Facilities field. This is only required when using the Selected Facilities Reference.

1. Navigate to the Send Alert form, and scroll to the Recipients card
2. Click to expand the Contacts and Groups section of the card
3. Click the Search tab
4. Click the Add Search button, then click Add Filter. You should see a menu appear with available metadata options. In this example Facility and Roles are available.
   
5. To select filter values, mouse over one of the two options, then click in the search box labeled ‘Value’
6. You can scroll to find desired values, or type in the search box to narrow results.
7. Once you have selected all desired values, click the Apply Filter button.
8. Alternatively, instead of selecting Facility values manually, you can click the Use Reference button, and then click Selected Facilities. This will add a filter for the Facilities selected previously on the alert form, if any. If the Facilities field is changed or otherwise updated, the recipient count for this search will update automatically
9. When finding recipients by multiple criteria you can add one filter for each in the same search, and we will select only recipients matching both criteria (AND logic).
10. Multiple searches are supported, and can be used to find recipients match that any one of multiple searches (OR logic)
    
    

Notes

• Groups and Individuals can still be added as they were before before this feature was made. 
• Search filters can be saved in templates, including the Selected Facilities option.
• It is possible that a search returns zero users. An alert will not send if there are no recipients at all selected.