You define an Action Item Modified event. This event type generates an alert whenever one or more of the following fields is modified for any action item relating to the specified item:
Completed, Name, Owner, Approver, Start Date, Due Date, Link, Description In addition, creating or deleting an action item will trigger the alert.
It is possible to automatically create an Action Item alert. For more information refer to Creating a Specific Action Item Alert.
To define an Action Item Modified event:
- Select Action Item Modified from the Event drop-down list.
- Select any of the following options to set the scope of the alert. Depending on your choice, different scope options become available:
- Entire System: The alert is triggered whenever an action item is modified at either the item or portfolio level throughout the entire system.
Note: The Entire System option is visible only to authorized users. For more information on authorized users refer to Security.
- Root (Items and Portfolios) Folder: The alert is triggered whenever an action item is modified within any item or portfolio in the root.
- Portfolio (of portfolios): The following two options are available:
- The alert is triggered whenever an action item is modified within the selected portfolio.
- The alert is triggered whenever an action item is modified within any of the portfolios in the selected portfolio.
- Portfolio (of items): The following two options are available:
- For the selected portfolio: The alert is triggered whenever an action item is modified within the selected portfolio.
- For any item in the selected portfolio: The alert is triggered whenever an action item is modified within an item in the selected portfolio.
- Item: The alert is triggered whenever an action item is modified within the selected item.
- Entire System: The alert is triggered whenever an action item is modified at either the item or portfolio level throughout the entire system.
- Click Next to define the outcome of the alert.