Adding Create Snapshot automation rule actions

The Create Snapshot automation rule action creates a requirement document snapshot. See Creating requirement document snapshots. You can add this action to before save triggers, after save triggers, and escalation rules for documents.

Note:  Creating snapshots requires additional space on the server and may slow performance if rules run frequently.

1. Select Create snapshot from the Action list in the Add Rule Action dialog box when you are configuring an automation rule.

2. Enter the Label to summarize the purpose of the snapshot or project milestone it corresponds with.

3. Click OK to add the action.