New Request Tracker


All sales after July 1, 2020 have the new version of CRT™
 






Add Rules & Alerts to a Request Type (New CRT)

Who can use this feature?

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

 

 

Overview

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

Important Note

  • All sales after July 1, 2020 will have this new version of CRT™. If your contract started before this date, please view information for the original CRT package

Instructions

  1. Navigate to Modules > Content > Request Tracker
    modules_-_content_-_crt.png
  2. Select a Request Type
    request_type.png
  3. Click Actions next to the Request Type name
    actions_request_type.png
  4. Select Properties
    properties.png
  5. Navigate to the Rules & Alerts tab
    rules_and_alerts.png
  6. Add Rule(s) and Action(s)
    • Rule(s)
      rules.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
      actions.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_to_user.png
  7. Click Add in the corner of the editor
    add_rule_and_action.png
    • Note: You can add further Rules and Actions.
    • Note: To undo a Rule and Action, click Remove.
      remove_rule.png
  8. Click Save at the top of the page 
    save_rules.png



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