Notification Rules for Visits

Creating a new rule for a Visit

This article will explain how to create a rule for when a change is made to a Visit.

Note:

We support Created (from the App), Edited (status or assigned user changed from the App), or deleted.

Here are the steps needed to set up a rule:

1. Make sure you are on the Visit tab in the top navigation, and click on + Create Notification Rule in the top-right corner.

2. You can specify an Alert Title to give clear context to the email recipient about the alert's purpose.

3. Your object is automatically set to Visit, and you just simply need to select an action from the second dropdown.

4. In the next section, you have the ability to set some conditions for when this notification rule should run.  By default, it will simply run on only the action set in the field above.

Note:

1. Choosing multiple values in a condition means “OR”.

2. In the recipients section, selecting multiple people means “AND”.

For example, you can make it so that this rule only runs when:

1. a Visit status is changed in a specific Building (or is not changed in a specific Building)

   

2. when status is changed by a specific User (or is not changed by a specific User)

   

3. when a Visit is set to a specific status (or is not set to a specific status)

   

4. when a status change is Performed By a specific User Role (or is not performed by a specific user role)

   

5. when a Visit has a specific Work Category (or does not have a specific Work Category)

   

6. when a Visit is assigned to a User (or is not assigned to that user)

   

7. when a user is unassigned from a Visit (or is not unassigned from a Visit)

   

You can, of course, use all the conditions at the same time. Also, please note that you can use 'IS' or 'IS NOT' when setting these conditions.

5. As a last (and maybe most important) step, we need to decide who gets the notification.  There are two (2) fields here:

Type - select the type of notification that should be sent.

Recipient - choose the user(s) who should be notified.

Here is an example.  We are telling the system to send a notification by email to the users Tyler Lee, Julie Wong, and Chris Brown.

6. Click on Create when done.