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. Modify an Agenda Center Category

2. Scroll to Rules & Alerts and select Add New Rule

3. 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

4. Repeat steps 2 to 3 for any additional rules

5. Select Save Changes if updating an existing category or continue creating the new category