You can base an e-mail rule on the actions, action types, or states.
About this task
Specifications
made on the
Action Controls tab are affected by the
And/Or operator.
To specify action controls:
Procedure
- Start the Designer.
- In the Workspace, expand the Record Types folder
or the Record Types - Stateless folder, and then expand
the appropriate record type.
- For state-based record types, expand States
and Actions, and double-click Actions.
- For Actions, select the action
to be the basis of the e-mail rule. For example, to have an e-mail
message sent when an action is assigned, select Assigned.
- You can also base an e-mail rule on Action Type (one
of the common actions predefined by the Designer in the Actions grid). For
example, select Submit to have an e-mail message sent
whenever a record is submitted.
- You can also specify the Source States and Destination
State on which to base the e-mail rule.