Adding a communications rule

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Adding a communications rule

Access: Configuration > Communications > Business notification rules

Adding a communications rule consists of defining a recipient or a group of recipients who will receive communications generated by trigger events.

1Click on Add a communication rule or click on the Event displayed in the Communications definition table to modify the recipients of an existing communication.

2Select a trigger event in the Configure a communication rule screen.
An explanatory statement detailing the event characteristics is displayed under the selection.

3Under Grouped recipients assignment, check the grouped recipients box.

4Check one or more boxes to determine the communications type.

The boxes displayed vary according to the selected event: Email, Messaging or Notification.

All of a group’s recipients receive communications according to the chosen media.

5Under Individual recipients assignment, click on Add.

6Click on the box associated to the desired user in the Selection of a user window then click on OK.

7Click on the boxes of the desired media.

8If your business has more than one company, click on 0sélection cie to select the companies for which the recipient will receive communications.

Tips and tricks

Click on 0toutes cies to select all the companies and erase the previous selection. Confirm.

9Once recipients assignment is terminated, click on Save to save the communications rule.

Things to remember

Email communications are only sent to recipients that have validated their email.

It is possible to create a report using the Report generator option to obtain a communications list by user. For more information, consult the Report generator guide (Docum > Documentation).

The company list is displayed according to the recipient’s access.

For more information

Management of communication parameters - Additional Information