Document Alerts: Table and Summary Chart (Dynamic View)
The Document Alerts view in Workalizer shows triggered alerts—the list of events that occurred when users performed monitored actions (edit, copy, download, share, publish) on monitored documents. You use the Document Alerts Table to search and filter alerts and the Alerts Summary Chart to see alert volume over time. This is the dynamic, live view of alert data. To configure which documents and actions trigger alerts, see Document Alerts Configuration.
Where to Find the Alerts View
Go to /doc-alerts/ and open the Document Alerts tab (the alerts view, as opposed to the Configuration tab). The page shows the Document Alerts Table and the Alerts Summary Chart.
Functionality: Document Alerts Table
The table lists all triggered document alerts with details such as:
- Which document was involved (e.g. title or identifier).
- What action was performed (edit, copy, download, share, publish).
- Who performed it (user).
- When it occurred (date/time).
You can search and filter by document, user, action type, and time range to find specific events, investigate incidents, or audit activity on sensitive docs (e.g. financial, project, or client documents). The table provides a central, auditable log for compliance and security. Where supported, you can open Drive item details for the document.
Functionality: Alerts Summary Chart
The Alerts Summary Chart shows the count of document alerts over time (e.g. by day or week) in a bar chart. You can filter by:
- Document title or ID—to see volume for a specific document or set.
- Trigger source—edit, copy, download, share, or publish.
- Time period—to focus on a date range.
Use the chart to spot trends, peak alert times, and the impact of new rules or process changes. It helps with capacity planning for alert review and proactive oversight. The chart is driven by the same data as the table but aggregated by time (and filters).
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