Creating e-mail rules

To create the e-mail rules that define the criteria for automatic e-mail notification, you submit Email_Rule records from the Rational® ClearQuest® client.

Before you begin

You can create a rule that sends e-mail notification when any of these conditions are 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.

About this task

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 Rational ClearQuest 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:

Procedure

Log on to the Rational ClearQuest client as a user with the schema designer or super user privilege.
In the Rational ClearQuest client, click Actions > New and select the Email_Rule record type.
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.