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:
- New
- Accepted for Prioritization
- Analyzed
- Accepted for Planning
- Planned
- Started
- Implemented
- Verified
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:
- Active: Select this check box
- Title: Type: Requirement Status
Changes
- Description: Type: This notification
sends an email to the requirement owner of a requirement when status
is set to Planned, Started, or Implemented.
- Base the notification on the view: Select
a view with the rule All elements in the Requirements module
whose type is a folder is false AND Status is Planned OR Started OR
Implemented. Ensure that the Title and Status attributes
are visible in the view and that the history logs of the Status attribute
are activated.
- Use date and number format settings of the member:
Select a member whose date and number format settings you want to
use in the notification.
- Send a notification with: Select all
changes
- Look for changes every: Select every
hour
- Send to members in: Select Attribute:
Owner. This attribute in the Requirements module is used
for setting the current owner of a requirement.
- Subject: Type: This is a requirement
status notification from Focal Point
- Header text: Type: Notification:
Requirement Status Changes (BR) New Changes:
- Detail level of body text: Select Customized.
Type: [ATTRIBUTENAME] for [ELEMENTLINK] has been changed
to [ATTRIBUTEVALUE] by [USERNAME] [TIME]. Follow the link to go to
the requirement.
- Footer text: Type: This email
was sent to you automatically by a notification mechanism. Do not
reply. If you have any questions, contact the Administrator at administrator@example.com.
Tip: To send notifications about the status changes
of certain user roles:
- Create a view that is based on the Members module that includes
all the users to be receivers.
- In the Send to members in field, select
the view that you created.
- 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.