Creating e-mail rules

To create the e-mail rules that define the criteria for automatic e-mail notification, submit Email_Rule records from the DevOps Plan application.

You can create a rule that sends e-mail notification when any of these conditions is true:
  • A field value in a record changes.
  • A specific action occurs in a record.
  • A record matches the criteria of a specific query.

You must specify at least one of these conditions. For example, you can create an e-mail rule to send a message to the quality assurance team whenever a defect is resolved. The message can include any of the fields of the resolved defect.

E-mail rules are implemented as a stateless record type in a schema. Most of the predefined schemas include the Email_Rule record type; the two exceptions are the Common and the Blank schemas. If your schema does not include the Email_Rule record type, you can add it by applying the Email package.

Only users with the super user or schema designer privilege can create or modify an e-mail rule. For more information, see DevOps Plan user privileges.

If you change the names of record types or actions in a schema that includes e-mail rules, you must update those rules to include the new names.

To create an e-mail rule:
  1. Log on to the DevOps Plan application as a user with the schema designer or super user privilege.
  2. In the DevOps Plan application, click Actions > New and select the Email_Rule record type.
  3. In the Submit Email_Rule window, set the parameters that determine when the e-mail message is sent, the users or user groups that receive the message, and the content of that message.