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A Conditional Alert is similar to a Broadcast in that you are sending content to recipient(s) on a specific schedule. The main difference is that for broadcasts the system only ever creates one instance of the schedule you define, and with conditional alerts the system creates an instance of the schedule for each open case that matches the given rule criteria.  Conditional Alerts are designed to create an instance of the schedule you define every time the rule's criteria go from being False to being True for an open case. That could mean that the rule is being run for the first time and it matches a case, or it can mean that a case which didn't match the rule before is later updated to match it.

Before continuing, make sure that you are familiar with the concepts of Case Management

Here is video that shares an example of an app using conditional alerts.

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About Conditional Alerts

Conditional Alert Use Cases

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Recipient Type

Description

The Case

The case which matches the rule will be a recipient. See Contact Registration.

The Case's Owner

The owner of the case which matches the rule will be a recipient. If the owner is a user group, then all users in that group will be recipients. If the owner is an Organization, then all users assigned to that Organization will be recipients.

The Case's Parent Case

The parent of the case which matches the rule will be a recipient.

Note: This only works for parent/child relationships and not host/extension or parent/extension. If this is used with host/extension relationships, the SMS or email will not send and the error in the Messaging History Report will display as "Error - No recipient".

User Specified via Case Property

A commcare user whose username is a case property of the matching case. The case property in which to look up the username is specified in a text box under the recipient choices. The user must be a mobile worker in the same project space.

Email Specified via Case Property

An email address found in a case property of the matching case. The case property in which to look up the email address is specified in a text box under the recipient choices. This option can only be used for email alerts, not SMS ones.

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