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
Scroll to Rules & Alerts and select Add New Rule:
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: Will automatically send an email after the specified time and action
No Action Taken: After the agenda has been submitted, postponed, or declined and there has been no action an email will be sent
To: Enter the email address to be notified
Message: Enter the message or instructions for the email recipient
Repeat steps 2 to 3 for any additional rules
Select Save Changes if updating an existing category or continue creating the new category:
