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Field | Description | ||
|---|---|---|---|
Title | Define the title for the email notification. | ||
Type | Select the type of notification as Task. | ||
Template | Choose the template to be used, from the drop-down menu (templates can be edited/added under email templates tab, the drop-down menu will only provide the list of templates that was created for the relevant email type). | ||
Active | Select the tick box if you wish to activate this email notification. | ||
Start On | Provide a date to start sending the notification.
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Continue to remind every | Decide the frequency of the notification from the drop-down menu.
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Send To | Select the recipient. The options available are All Staff, Director, Responsible Officer, Administrator, Business Unit Manager and Action Responsible officer. | ||
Trigger Criteria | Define the trigger criteria using the options and conditions given in the grid. The options column gives you the list of situations in which an email can be triggered and each criteria row includes tick boxes and drop-down menus to define the criteria/situations better. These criteria can be combined using the conditions drop-down (OR/AND) given against the options. The default selection for the conditions drop-down menu is OR. Select the criteria row by ticking the checkbox on the left side of the row. This enables that specific trigger criterion. Then you can select the options using the tick boxes or drop-down menus available in the same row. Also, you can use the conditions drop-down to combine the criteria
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