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Adding system notification rules

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens with the Notifications tab selected.

2. Select an item Type. The items change based on the selected type.

3. Click Add to add a rule.

The Add Notification Rule dialog box opens with the Precondition tab selected. A rule summary that changes as you configure the rule is displayed in the Summary field.

4. Enter a Rule name.

5. Optionally select a Passes filter. You may want to select a filter if the project contains a large number of items.

Click Create Filter to create a new filter. See Adding filters.

6. Click the Trigger When tab to specify when the notification is sent.

7. Select the activity that causes the notification to be sent.

If notifications are configured to be sent when an item is created, they are also sent when items are duplicated.

Note: Notifications are not sent if you copy requirements when you duplicate requirement documents.

8. Click the Actions tab to configure the send email action.

9. Click OK.

The rule is added.

 

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