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Setup Email Notifications in Automation Manager

This feature requires a Cartegraph OMS license.

You must have administrator rights to access this feature.

  1. Click >Automation Manager.
  2. Click Create Automation.
  3. Select an appropriate trigger. For example, Send a notification after a task is edited.
  4. Click on the trigger and set a filter to specify the field.
  5. Drag the Send Email block to the Actions section.
  6. Edit the Title of the action to make it more descriptive.
  7. In the Select Recipient field, select the people who should receive the notification.
  8. Enter the Subject line.
  9. Enter the Message.
  10. Select the Record Source.
  11. Select a field. Repeat this until all the fields you want in the message display.
  12. Rename the automation.
  13. Turn on the automation.
  14. Click Save.
The automaton is added to the list of automations and runs the next time the conditions are met.
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