Adding system notifications

Add system notifications to automatically email users or customers about changes when specific actions occur. Each notification has a rule, which is a set of criteria that the filter that items must meet to send the email, the action that causes the email to be sent, and the Send Email action that specifies the email recipients and template for the email content. If all criteria in the rule are met, the email is sent.

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens.

2. Select an item Type.

3. On the Notifications tab, click Add.

The Add Notification Rule dialog box opens.

4. Enter a Rule name.

5. On the Precondition tab, select a filter from the Passes filter list to only send notifications for specific items.

You may want to select a filter if the project contains a large number of items. Click Create Filter to create a new filter. See Adding filters.

6. Click the Trigger When tab to specify when the notification is sent.

7. Select the action that causes the notification to be sent.

Notifications sent when an item is created are also sent when items are duplicated.

8. Click the Actions tab and then click Add to add the Send Email action. See Adding automation rule actions.

9. Click OK to add the notification.