Set Up Bulk Alerts

Stephanie

May 18, 2020 15:30

Setting up bulk alerts will allow you to easily group together items and set the same parameters across them.

Please note: In order to set a date-based bulk alert, all items selected must have the date-based custom field filled out. To set bulk set quantity alerts, you can only include items, not folders.

How to Set up Bulk Alerts on Desktop
How to Set up Bulk Alerts on Mobile
Bulk Alert Options

How to Set up Bulk Alerts on Desktop

To select multiple items at once, make sure you are on the items tab here: https://app.sortly.com/items
At the top left of each item, you will see a check box. Select 1 item's check box to open up the bulk actions settings seen here:
You can then use the select tool highlighted in the bulk actions bar or you can click on each item you would like to set an alert for manually. Once all of the items have been selected, you will click on the set alert option seen here:
Once the items have been selected, click on the Set Alert button. (This is indicated by the Bell icon in the screenshot above) This should pop open a window for you on the web:
From here, select Next. You will then see the following screen which you will be able to set the alerts:
Once you hit CONFIRM, you will now see a Bell Icon across the items that have an alert set for them seen here:

Alerts will then be triggered when the threshold is met. You will see an alert in the app under the alerts tab as well as receive an email for this alert. For more on alerts and the different settings you can choose please go here: Alerts & Reminders

How to Set up Bulk Alerts on Mobile

To select multiple items at once in your mobile app, long press one item. This will give you the option to select more items:
Once the items have been selected, click on the three dots at the top right to choose the Bulk Option for Set Alert:
Once the items have been selected, click on the Set Alert button. (This is indicated by the Bell icon in the screenshot above) You will then see the options available for the bulk alert:
From here, choose which type of Bulk Alert (Quantity or Date-Based). You will then see the following screen which you will be able to set the alerts:
Click Set Alert and the alert will be set across the items that you have selected.
To view alerts on mobile, you can go to the item or folder and look for a bell icon which indicates that an alert has been set OR you can go to the bell icon at the bottom of the screen to see all alerts/notifications: