This Tutorial requires a previous execution of Create a new E-Mail Template.
This tutorial describes how to create a new Workflow Rule. Workflow rules allow you to automatically send email notifications or update field values based on conditions that you define. It requires a previous execution of Create a new E-Mail Template.
- Move the mouse over the label
Administration
in the top right corner (without clicking it) - A panel containing all the different admin options will pop up: on this panel click on label
Workflow Rules
- In the tree view on the left side of the pop up, click on the node
Idea
- Click on the green button
+ Workflow Rule
on top of the main workspace area - A new Workflow Rule is created and a form panel comes up where attributes of the Workflow Rule can be set
- Enter into field
- Enter into field
Condition | Idea.state = 'Implemented' |
- Click on the blue button
Save
below the attributes form panel - The new Workflow Rule is now saved to the database
- Click on the register
Workflow Rule Actions
next to the attributes tab - Click on the green icon button
Add
on top of the register table - Enter into field
- Click in the text input field
E-Mail Template
- A pop up containing a list of existing E-Mail Templates will be displayed
- Select entry
Ideas
from this list by clicking on it. If Ideas
is not yet shown, enter characters I
, d
, e
, etc. until it is displayed - Click on the blue button
Save
below the attributes form panel - The new Email Notification is now saved to the database
Please note that all Tutorials can be run interactively inside the application.