This feature requires a Cartegraph OMS license.
You must have administrator rights to access this feature.
- Click >Automation Manager.
- Click Create Automation.
- Select a trigger.
NOTE: The trigger can be scheduled, manual, or event based (after another record is created or edited.
- Drag the Send Email to Requesters block to the Actions section.
- Edit the Title of the action to make it more descriptive.
- The recipients are read only.
NOTE: The recipients are the people associated to the Request record of the Record Source
- Recipients with Do Not Email set to True in Library Manager do not receive emails.
- Edit the Subject field.
- Edit the message field.
- Edit the list of fields that will show on the email.
- Rename the automation.
- Turn on the automation.
- Click Save.
The automaton is added to the list of automations and runs the next time the conditions are met.