Configuring system notifications
You can configure system notifications to automatically email users and customers about changes. Notifications are sent after items are saved. For example, you may want to email users when an item is assigned to them. Notifications only inform users about changes, they do not assign items to users.
You can also configure escalation rules to email users based on a schedule. See Configuring escalation rules.
Note: To send system notifications, Helix ALM must be configured to send email. See Configuring Helix ALM to send email.
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 to create a notification. See Adding system notifications.
4. Select a notification and click Edit to change it. See Editing and deleting system notifications.
Note: Emails are not sent for invalid notifications, which are displayed in gray. For example, a notification becomes invalid if the filter it uses is deleted. You can edit an invalid notification to correct the problem.
5. Select a notification and click Inactivate to inactivate it. See Inactivating system notifications.
6. Select a notification and click Delete to delete it. See Editing and deleting system notifications.
7. Click OK to save the changes.
