Creating EmailPlus rules

Use the EmailPlusRule record type to define the conditions under which email notifications are generated, and to identify the users who receive the notifications. You create an EmailPlus rule by defining following parts of the rule:

• The initial rule definition that is composed of these details:
  • The record type to which the rule applies
  • The EmailPlus template to use to construct the email header and body
  • The name for the rule
• The rule conditions define the conditions that trigger the rule.

  Rule conditions are constructed from one or more rule phrases, which are logical expressions that are evaluated as TRUE or FALSE when a change is made to the record type that the rule applies to. You link rule phrases to each other by using an AND or OR logical operator to create the overall rule conditions. You define rule phrases on the EmailPlus Rule page, Actions/States page, and the Advanced Rule page of the EmailPlusRule record.

  The following examples provide rule phrases that can be used in a rule:

  Project IS IN “Project A”, “Project B”, “Project C”

  Priority > 1

  Action performed on record is “Complete”

  The following rule condition uses the rule phrases defined earlier. The rule is triggered only if the project field contains one of these values: “Project A”, “Project B” or “Project C”, and if the priority is either greater than 1 or the complete action has been executed on the record. In this case, the rule condition is evaluated as TRUE. If one of the conditions is not met, the rule condition is evaluated as FALSE.

  Project IS IN “Project A”, “Project B”, “Project C”

  AND Priority > 1

  OR Action performed on record is “Complete”

• The users who receive email notifications when the rule is triggered.