Add Rules and Alerts to a Category

This article will show you how to add rules and alerts when creating an Agenda Center category.

Who can use this feature?

System Administrator | Owner

Instructions

1. Sign in to your site.

2. Modify an Agenda Center Category.

3. Locate the Rules and Alerts section. Click the Add New Rule button:

4. Enter the information:

   • Select the number of Days, Weeks, or Months that, if no action is taken on an agenda item, an alert will be sent

   • In the “after” drop-down field, choose the item action associated with the rule:

     • Item is submitted

     • Item is postponed

     • Item is declined

     • Item is returned to submitted

   • In the “and” drop-down field, choose what will create an alert email:

     • No Other Criteria: This will automatically send an email after the specified time and action

     • No Action Taken: This will send an email after the agenda has been submitted, postponed, or declined and no action has been taken

   • Message: Enter the message or instructions for the email recipient

5. Repeat steps 2 and 3 for any additional rules.

6. Navigate to the category and click the Save Changes button if you are updating an existing category. Otherwise, continue creating the new category: