Emailing from Helix ALM

You can send email directly from Helix ALM, making it easy to communicate with others without switching to your email application.

Depending on your team’s use of Helix ALM, emails may be tracked and added to the item they are sent from.

1. To send email about a specific item, select it in the item list or open it.

To send email unrelated to a specific item, do not select or open any items.

2. Click the Email button and choose an option. If you are working in an open requirement document or in the Folders list, click Email.

Send Email emails any recipients you specify.
Send to Currently Assigned Users emails users the item is currently assigned to.
Send to Found By Users emails the user who found an issue. If the issue has multiple Found by users, they are all included as recipients.
Send to Entered By Users emails the user who entered the item. If multiple items are selected, all Entered by users are included as recipients.
Send to Last User Who Entered Event emails the user who last entered a workflow event on the item.

The Send Email dialog box opens.

3. Enter the recipient email addresses in the To field. To add fields for Cc and Bcc recipients, click Cc or Bcc. Separate multiple addresses with a semicolon.

Click To, Cc, or Bcc to select recipients from a list or search for recipients. See Searching for users and customers in fields.

4. Optionally select an email Template if you are emailing from a selected item.

Templates provide default formatting and content in emails. Content may include specific information about the item you are emailing about.

5. Enter a Subject.

6. Enter the message. You can also insert or paste images in the message.

7. Click Attach to attach files to the email. If you are sending email about a specific item, you can also include files attached to the item.

The Add Attachments dialog box opens.

To attach files from your computer, click Browse to select the files or drag the files to the attachments area. To remove an attachment from the list, click Remove.
To include files that are attached to the item, select the files in the Attach files from the item to the email list. Click the file name to view it or click to download it. You can only select item attachments if the item has attachments, you are sending email about a specific item, you have not already added all item attachments to the email, and you have security permissions to view and extract attachments. If you are sending email about a test run, attachments from the test case that the test run was generated from are also included if you have permission to view and extract test case attachments.
Click Add to attach the files to the email. To remove attachments from the email, click the X next to the attachment or click Remove All to remove all attachments.

8. Click Send.

The email is sent. If tracking is enabled, the email is added to the item. You can view tracked email on the item Email tab. See Viewing email.

Note: If the email is too large to send, you are prompted to remove some content. Remove attachments as needed until the email size is under the maximum limit.