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.
Procedure
To specify action controls:
- 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.