System alerts (Health check)

System alerts trigger on events unrelated to survey responses. The alerting mechanics are the same as for surveys, except Trigger for non-survey types is on in Reporting > Action > Alerts > Conditions.

System alert options with 'Trigger for non-survey types' selected

This setting causes the Alert to ignore records coming from surveys and instead look at records as defined by the Survey type field. The most common system alerts monitor feed-file processing and export processing.

Defining the alert condition expression

Define alert conditions with the Condition expression on the Reporting > Action > Alerts > Conditions screen by choosing the field(s) to monitor. However, for system alerts, the fields you would typically reference are not available in the field selector. As such, you need to create one or more K-fields to evaluate the field values and identify the condition. K-fields are available in the condition selector.

Restriction: For System alerts, only define Conditions expressions based on K-fields. Do not use Event fields (even if they are available in the expression field selector) because they can cause undesirable results.

This K-field Less than 10k returns 1 when the raw Invitations import specification processed less than 10,000 records (indicating a problem with the invitation file provided by the company):

Example condition: Trigger if 'the field' 'less than 10k' is 'Yes'

Where the field calculation is:

(function () {
    var feedpull = text(a_feed_file_processing_report_feed_account);
    var records = Number(a_feed_file_processing_report_records);

    if ((feedpull == 'FEED: Raw Invitations' && (records <= 10000)) )
    {
        1;
    }
    else
    { 
        2;
    }
}());

As with any K-field calculation, you can evaluate any number of fields in the record. For example, you might look for the processing results for a specific importer specification, in addition to the number of records it processed. For more information, see JavaScript best practices.

Note: To understand the fields available in System alerts, including their values, review at the various Health Check custom reports. See Using a Health Check report to discover system fields to watch below for details.

Non-survey type records

The types of records the Medallia Experience Cloud tracks are defined by the Survey type field. By default, Experience Cloud only looks at survey records. Turning on Trigger for non-survey types causes Experience Cloud to review the other record types instead. These are the types useful for System alerts:

  • Feed file processing (FEED_FILE_PROCESSING_REPORT).
  • Survey export statistics (SURVEY_EXPORT_STATS).

Feed file processing generates a report after every import event. Following are the Feed file processing report fields. For more information, see Feed file processing report fields.

Survey export fields describe individual export sessions. For more information, see Survey export fields and Monitoring survey exports.

Using a Health Check report to discover system fields to watch

Experience Cloud provides several Health Check report templates that report on various aspects of Experience Cloud. These reports use the System report fields that are typically used in System alert conditions. As such, you can use these reports to see the fields to monitor and their expected values.

Tip: You can use the Advanced Analytics preview feature to quickly see current system report values. You do not need to save the report; you can just use the preview feature and cancel without saving.

To see a report, including its field definitions and example values, follow these steps:

  1. Go to Reporting > Reports > Advanced Analytics.
  2. Click New to create a new report.
  3. Click Edit XML with Preview.
  4. Scroll the Template Reports to the HEALTH CHECK section.
  5. Select a report template to see the report definition and a preview of the report. The definition includes the field names, and the preview shows field values.

Screen capture of Health Check reports with callouts for templates, report definitions, and report preview pane.

These report templates are ones that are helpful in creating System alerts:

Template reportRecord TypeNotes
[SAMPLE HEALTH] Imported FilesFEED_FILE_PROCESSING_REPORTImporter feed-file processing events
[SAMPLE HEALTH] Incoming Web FeedsFEED_FILE_PROCESSING_REPORTWeb-feb import processing events
[EXPORT HEALTH] Exported FilesSURVEY_EXPORT_STATSSurvey export events