General Information

A Notification Rule is an object that is evaluated and processed by Agility Blue’s Notification Management System. The rule consists of three areas: An Object, an Event, and a set of optional Field Conditions. In order for the Notification Management System to send a notification to a given user, the rule being evaluated must satisfy all of the conditions of the rule.

The list of Notification Rules for a given user can be found by drilling down into a user’s details page (vertical ellipsis menu > Users > User) and clicking on the “Notification Rules” tab on the left.

The list of Notification Rules for the user that is currently being looked at. Displays the rules specific to this user.

Each row represents a single notification rule. The text describes what the rule does and reads in the format “Receive an email notification when a [Object, such as ‘Task’ or ‘Project’] is [Event, such as ‘Created’ or ‘Updated’] where [a set of Field Conditions, such as ‘Project Created By’ or ‘Task Assigned To’] is [a set of Field Values, such as ‘This User’, or ‘True’]”. Notification Rules are executed independent of each other and should be thought of as a binary OR list.

Each Notification Rule has a set of actions that can be performed per rule:

• Microphone button: This toggles a notification rule on or off.
• Share button: This allows a user to copy the notification rule to other users. Note that if a selected user has a rule with the same description, the rule will not be copied to help prevent duplicative rules.
• The edit button: This allows a user to edit the notification rule within a modal window.
• The trash button: This deletes the notification after a confirmation window is presented.

The New Rule button allows a user to create a new notification rule within a modal window for the user they are currently looking at.

The green bar indicates that a notification rule is active. If a user turns a notification rule off using the microphone button, the green bar will turn gray to indicate that a notification is not active.

The filter input allows a user to type in keywords that will filter notification rule descriptions to hone in on specific rules that the user is interested in looking at. This is useful if the user has a lot of notifications to sift through.

The copy rules button allows a user to look and filter through a list of all rules that every user has in the workspace and select one or more of those rules to copy over to the user being looked at. If a selected rule has a description that the user already has, the rule will not be copied to help prevent duplicative rules.