Updating notification rules

Note: The updates apply only to notifications triggered on or after the effective date of the updates.
  1. Select Development Planning > Set Up > Notifications > Notification Rules.

    or

    Open or highlight the notification template for which to define notification rules, and click the Rules Using This Template tab.

  2. Open the notification rule to update.
  3. Specify this information:
    Effective Date

    Required. Specify the effective date of the update.

    Notification Rule

    You can change the description, not the rule name.

    Template

    Optionally, attach the notification to a different notification template.

    Save Correspondence

    Select Yes to save the emails that are issued each time a notification is triggered under Development Planning > Utilities > Notifications And Correspondence > Correspondence. Select No if you do not want to save the emails.

  4. To attach documents, click New on the Attachments tab. See Attaching documents to notification rules.
  5. Click Save.