Bulk sharing and editing of alerts for other members

Bulk sharing and editing of alerts for other members

Video: Bulk Alert Sharing and Editing for Other Members



  1. Select the searches you want to bulk edit alerts on by checking the boxes in the left column and clicking on the Bulk sharing button labeled in the screenshot above
  2. The bulk edit share settings box will pop up
  3. Select the members you want to share or edit alerts with and click on the  Global alert editing icon  - see  Bulk sharing saved searches with other members  for more details
  4. The Alert Settings - bulk edit dialogue box will pop up:

Alert settings (for other members) - bulk edit dialogue box -  Simplified instructions

  1. Multiple values  - Any value that is set to  multiple  indicates that, for the sub-set of saved searches selected for bulk edit, this setting is not consistent across all of them.  This inconsistency can mean:
    1. Some searches in your bulk edit (editing of multiple saved searches and alerts) have this setting turned on for some users and some have this setting turned off for some users (where applicable - checkboxes, toggles, optional drop down menus and optional text fields, which can be left blank)
    2. Some searches in your bulk edit (editing of multiple saved searches and alerts) have a different value selected in this field for some users than some other searches or other users included in your bulk edit (where applicable - drop down menus and text fields)
    3. Saved Search  (the field that normally shows the name of your saved search) must remain set to  multiple  in order for your changes to be a bulk edit (an edit that affects multiple searches, of different names, simultaneously)
  2. Overwriting values  - Changing any value or setting in any field, toggle, or checkbox that is labeled  multiple  will overwrite all individual settings on all underlying searches for all shared members simultaneously and make them all consistent with this new value or setting as soon as you click on  Save 
  3. Retaining values   - if you want to retain different values or settings for any field, toggle, or checkbox affecting the different searches or members included in a bulk edit, leave these values set to  multiple  and they will retain their individual settings on a per search and per member basis
  4. Saving and discarding changes  - If you do not click  Save , you are not making any permanent changes, so any mistakes or errors can be discarded by clicking on  Cancel  instead of  Save
  5. Clear vs Cancel  - All settings can be removed at once by clicking on  Clear .  If  Clear  is clicked by accident, then click on  Cancel  to discard all accidental changes

Alert settings (for other members) - bulk edit dialogue box -  Comprehensive instructions

  1. Alerts Settings  - bulk edit heading - indicates you are bulk editing alerts for other members (you are not bulk editing alerts for yourself unless it says "My Alert Settings")
  2. Saved Search  -  multiple  - this indicates you are bulk editing since there are multiple searches being edited at once (if it has a search name here you are not bulk editing multiple searches but are only editing one search)
  3. Enable alert  -  multiple  - Among the saved searches you have selected to edit, some (at least one) of them have this setting toggled on for the member(s) in question while some (at least one) of them have this setting toggled off for the members in question  
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by toggling them all on at once, toggling them all off at once - this will apply to all selected searches for all selected members
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected for any members and they will each retain their individual settings
  4. Note  - no  multiple  - Among the saved searches you have selected to edit, none of them have a note  
    1. This applies to all selected searches for all selected members
    2. You can override existing settings by toggling them all on at once, toggling them all off at once, for all selected members
  5. Include in email  - no  multiple  - Among the saved searches you have selected to edit, none of them are set to include the Note in email alerts sent out while some for any members selected
    1. This applies to all selected searches for all selected members
    2. You can override existing settings by checking the box to include the note with all alerts, or leaving the box unchecked so that no notes are sent with any emails for any members
  6. Send notifications  -  multiple  - Among the saved searches you have selected to edit, some (at least one) of them are set to send notifications via email for some members while some (at least one) of the others are set to not send notifications via email for some members
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by toggling all notifications on at once, or toggling them all off at once, for all selected members
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected for any members and they will each retain their individual settings
  7. Email frequency  -  multiple  - Among the saved searches you have selected to edit, there is more than one setting for email frequency - some may be set to immediate, others may be set to daily, others may be set to weekly
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by selecting one consistent value to apply to all email schedules for all alerts being edited, for all members selected
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected for any members and they will each retain their individual settings
  8. Day of the week  -  multiple  - Among the saved searches you have selected to edit, some (at least one) are set to send notifications on different days than some (at least one) others
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by selecting one consistent value to apply to all email schedules for all alerts being edited
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected and they will each retain their individual settings
  9. Time of day  -  multiple  - Among the saved searches you have selected to edit, some (at least one) are set to send notifications at different times of day than some (at least one) others
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by selecting one consistent value to apply to all email schedules for all alerts being edited for all members
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected for any members and they will each retain their individual settings
  10. Set tag to group multiple alerts in a single email notification  -  multiple  - Among the saved searches you have selected to edit, some (at least one) of them are set to different tags than some (at least one) of the others  
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by choosing one consistent value in this field to apply to all searches
    3. Leaving them set to  multiple  means you will not change this setting for any of the searches selected for any members and they will each retain their individual settings
  11. Show document preview in email  -  multiple  - Among the saved searches you have selected to edit, some (at least one) of them are set to show document previews in emails while some (at least one) of the others are set to not show document previews in emails
    1. They do not all share the same setting per search or per member
    2. You can override existing settings by checking the box to include the document preview with all alerts, or unchecking the box so that no notes are sent with any emails 
  12. Clear  - this clears all values on this page so everything is set back to default (no) settings
    1. This becomes permanent once you click on Save
    2. If you click Clear by mistake, click on Cancel next to discard changes
  13. Cancel  - If you make any selection you want to back out of or undo, click on Cancel and no selections on this screen will be saved
  14. Save  - Makes your changes permanent
    1. If you make any selections you do not want to be permanent, do not click save - instead, click Cancel


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