Updating notification rules
Note: The updates apply only
to notifications triggered on or after the effective date of the updates.
-
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.
- Open the notification rule to update.
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Specify this information:
- Effective Date
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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
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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.
- To attach documents, click New on the Attachments tab. See Attaching documents to notification rules.
- Click Save.