Manage Messages

Overview

This section defines the triggering conditions and recipients for the alert. It includes logical conditions that must be met for the workflow to execute.

Steps to Complete

Scroll to the Message section.
Click + Add Recipient.

You will now see fields that allow you to define the type of recipient, the value (or who exactly) and any criteria that need to be met before the recipient is added.

Click the Type(*) dropdown and choose the method for selecting recipients.
Once you select a Type, the Value(*) dropdown will update.

Detailed Fields Explanation Here:

Type Field	Value Field
USER	-
DEPARTMENT	Back Office
ROLE	CEO Portfolio Manager Analyst System Admin Manager Agent Complaince CY Manager Compliance Head Sale Back / Middle Office Head Trader Junior Trader Client Admin Developer Sales Manager Auditor Admin Head of Investment Department Middle Office Manager Back Office Manager Head of Sales Lead Owner Global Client
FIELD	All the relevant fields from the platform.

Toggle the switch labeled Show Criteria to ON if you want to apply conditions before this recipient gets the alert.

Once “Show Criteria” is enabled:

Choose System Fields(*) and Value(*).

Select Criteria Operator.

Criteria Operators – Explanation:

Operator	Meaning
Prev Not Contains	Excludes results where the previous value contains the specified text/characters.
Equals	Matches values that are exactly the same as the specified input.
Not Equal	Matches values that are different from the specified input.
Greater Than	Matches values larger than the specified input.
Greater Than Or Equal	Matches values that are larger than or equal to the specified input.
Less Than	Matches values smaller than the specified input.
Less Than Or Equal	Matches values that are smaller than or equal to the specified input.
Between	Matches values that fall within a specified numeric or date range.
Greater Than Field	Compares one field against another and matches when the first is greater.
Greater Than Or Equal Field	Compares one field against another and matches when the first is greater or equal.
Less Than Field	Compares one field against another and matches when the first is smaller.
Less Than Or Equal Field	Compares one field against another and matches when the first is smaller or equal.
Equals Field	Compares two fields and matches when their values are exactly the same.
Not Equal Field	Compares two fields and matches when their values are different.
Between Fields	Matches when a value falls between the values of two different fields.
Is Null	Matches records where the field has no value (empty).
Prev Contains	Includes results where the previous value contains the specified text/characters.
Is Not Null	Matches records where the field has any value (not empty).

Then, click + Add Criteria to add another logic, if required.

Each condition you add requires a System Field, an Operator and a Value.

Add Multiple Entries (Optional)

After entering your first condition, click the + icon to add more entries for the same recipient or system field.
Each added condition can either:
- Refine the criteria using logical AND/OR, or
- Target additional values.

The Recipient Will Be Added When The Following Conditions Are Satisfied.