Notifications about status changes: example

If you want to set up a notification about status changes, you can use the example in this topic.
Note: To set up notifications, you must either be a workspace administrator or have the Notifications and Messages workspace permission.
In this example, you are handling requirements, each of which has a current owner. The status of a requirement can be set to any of these values: Notifications must be sent to requirement owners when a status is changed from Accepted for Planning to Planned, from Planned to Started, and from Started to Implemented.

To set up this notification, you might specify these settings:

Tip: To send notifications about the status changes of certain user roles:
  1. Create a view that is based on the Members module that includes all the users to be receivers.
  2. In the Send to members in field, select the view that you created.
  3. Set the view rule to be All elements in the Members module whose Parent Folder is Product Management OR Developers. All users who have either of these roles receive a notification when Status is changed.

You must create two notifications in the following situations:

  • To send notifications to users with a specific role and users in a specific attribute.
  • To send notifications to a group of users that has the Status is set to Planned and to another group of users that has the Status is set to Started.

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