Agenda Center


 






Add Rules and Alerts to a Category

Who can use this feature?

System_Admin.png Slash.png Owner.png

 

 

Overview 

This article will show you how to add rules and alerts when creating a category. 

Instructions  

  1. Modify an Agenda Center Category
  2. Scroll down and select Add New Rule 
    add_new_rule.png
  3. Enter the information
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    • Select the number of Days, Weeks, or Months that if no action is taken on an agenda item an alert will be sent
    • In the “after” drop-down field, choose the item action associated with the rule:
      • item is submitted
      • item is postponed
      • item is declined
      • item is returned to submitted
    • In the “and” drop-down field, choose what will create an alert email:
      • No Other Criteria: Will automatically send an email after the specified time and action
      • No Action Taken: After the agenda has been submitted, postponed, or declined and there has been no action an email will be sent
    • To: Enter the email address to be notified
    • Message: Enter the message or instructions for the email recipient
  4. Click Add New Rule to open another rule editor box for the creation of additional rules as needed
    add_new_rule.png
  5. Select Save Changes if updating an existing category or continue creating the new category
    save_changes.png



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