About email notification rules

You can set up rules to automatically send email notifications based on different changes to actions and topics.

The fields you enter to define email notifications vary depending on the type of rule—Topic or Action—and the notification reason.

Topic-based rules

Topic-based email notification rules include these basic fields: Notification rule name, Notification reason, Send to, Message Subject, and Message text.

The topic-based notification reasons include:
  • A topic has been added.
  • A topic has been deleted.
  • A topic has been modified.
  • A particular topic field has been modified.
  • A topic’s state has changed.
  • A topic assignment has changed.
  • A topic assignment has changed to a user.
  • A topic assignment has changed to a work team.

Action-based rules

Action-based email notification rules have the same basic fields plus an Applicable states field. The Applicable states field allows you to further refine the rule. When the Notification reason is Action Added, the only applicable states will be Planned and Init.

The action-based notification reasons include:

  • A new action has been added.
  • An action has been deleted.
  • An action has been modified.
  • A particular action field has been modified.
  • The action’s state has changed.
  • An action assignment has changed.
  • An action assignment has changed to a user.
  • An action assignment has changed to a work team.
  • An email reminder is needed.