Add Rules and Alerts to a Request Type

This article will show you how to add Rules and Alerts to a Request Type.  

Important Note:

All sales before July 1, 2020 will have this version of CRT™. If your contract started after this date, please view the information for the new CRT package.

Who can use this feature?

System Administrators | Owners

Instructions

1. Navigate to Modules > Content > Request Tracker

2. Select a category

3. Select a Request Type

4. Click Actions next to the Request Type name

5. Select Properties

6. Navigate to the Rules & Alerts tab

7. Add Rule(s) and Action(s)

   • Rule(s)

     • Time: Use the empty box to enter a number and use the (Time) drop-down to select the scale of time (Minutes, Hours, Days, Weeks, Months)

     • After: Select a status to activate the rule

       • (Event): Choose to activate the rule after A request is submitted, a request is closed, or a request is reopened

       • (No Other Criteria): Choose this dropdown to select additional criteria, such as No staff has responded or Request is still open

   • Action(s): Select Send Email To or Assign User

     • Send Email To: Enter email address(es) separated with commas and enter a Message

     • Assign User: Select a user and enter a Reason

8. Click Add in the corner of the editor

   Note: You can add further Rules and Actions.

   To undo a Rule and Action, click Remove.

   

9. Click Save at the top of the page