Specifying rule controls for an e-mail rule

You can base an e-mail rule on the contents of fields or queries. Use the Rule Controls page of the Submit Email_Rule window.

1. Log on to the HCL Compass client as a user with the schema designer or super user privilege.
2. In the HCL Compass client, click Actions > New and select the Email_Rule record type.
3. On the Rule Controls page, specify a name for the e-mail rule, for example, New Submissions.
4. Select the record type on which to base the e-mail rule, for example, Defect.
5. Select the fields to check for changes.
   When the selected fields change, an e-mail message is sent. To send an e-mail message whenever a new defect is submitted, you do not need to select any fields. For other types of e-mail rules, you might select fields such as Headline, State, or Owner.
6. For Filter Query, you can select a public query to use as an additional trigger for sending an e-mail message.
   An e-mail message is sent only when a user modifies a record that meets the query criteria. For example, if you select a query that finds all records associated with a beta release, an e-mail message is sent when a user modifies a record that included that query.

   For this example e-mail rule, you do not need to select a filter query.

7. Select the Active Rule check box. To temporarily disable an e-mail rule, clear this check box.
8. For Operator, you can select And or Or. The Operator works on the following fields on the Rule Controls page:
   • Fields to Check for Change
   • Filter Query

   The Operator also works on the following fields on the Action Controls page (see Specifying action controls for e-mail rules):

   • Actions
   • Action Types
   • Source States
   • Destination State

   If you select And, an e-mail message is sent only if all conditions specified in these fields are met. If you select Or, an e-mail message is sent if any condition specified in these fields is met.