Request Tracker


Request Tracker
 





Add Rules and Alerts to a Request Type

Who can use this feature?

Engage_-_System_Admin.png Engage_-_Slash.png Engage_-_Owner.png

 

Overview

This article will show you how to add Rules and Alerts to a Request Type.

Instructions

  1. Navigate to Modules > Modules > Request Tracker
    modules_content_request_tracker.png
  2. Select a category
    select_rt.png
  3. Select a Request Type
    select_type.png
  4. Click Actions next to the Request Type name
    actions4.png
  5. Select Properties
    properties.png
  6. Navigate to the Rules & Alerts tab
    rules_alerts.png
  7. Add Rule(s) and Action(s)
    • Rule(s)
      rule.png
      • Time: Use the empty box to enter a number and use the (Time) drop-down to select the scale of time (Minutes, Hours, Days, Weeks, Months)
      • After: Select a status to activate the rule
        • (Event): Choose to activate the rule after A request is submitted, a request is closed, or a request is reopened
        • (No Other Criteria): Choose this dropdown to select additional criteria, such as No staff has responded or Request is still open
    •  Action(s): Select Send Email To or Assign User
      actions3.png

      • Send Email To: Enter email address(es) separated with commas and enter a Message
        send_email_to.png
      • Assign User: Select a user and enter a Reason
        assign_user.png
  8. Click Add in the corner of the editor
    add.png
    • Note: You can add further Rules and Actions.
    • Note: To undo a Rule and Action, click Remove.
      remove.png
  9. Click Save at the top of the page
    save_rt.png



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