Adding email recipients

When you send email from Helix ALM, you can select the recipients from a list, search for recipients, or select recipients based on other criteria for a specific item, such as the current assignment.

To send an email about a specific item, select it on the list window first.

1. Choose Email > Send Email.

The Send Mail dialog box opens.

2. Click To.

The Send Mail Recipients dialog box opens.

3. Optionally select the Roles to use to filter the recipient list.

You can filter the list by All Users, All Customers, or security groups. If you are emailing from a specific item, you can also select one of the following options:

  • Entered by user (issues only)
  • Created by users (all items except issues)
  • Currently assigned users
  • First, Last, or All Found by users (issues only)
  • First, Last, or All Modified by users
  • Last user to enter a specific event

To find a specific recipient in the list, enter the recipient name in the Type or select a name field. Matches are selected as you type. To search for recipients, click the Find User button next to the field to add recipients to. See Searching for users and customers in fields.

4. Select the recipients and click To.

5. Optionally select the recipients to send a copy of the email to and click Cc.

6. Optionally select the recipients to send a blind copy of the email to and click Bcc.

7. Click OK.

The recipients are added to the corresponding fields in the Send Mail dialog box.