Managing Systemwide Triggers

Prerequisite

You need the Email notification rules and systemwide triggers security privilege to add, edit, or delete systemwide triggers.

Procedure To add a systemwide trigger:

1    Select Configuration/Systemwide Triggers. All existing systemwide triggers are listed here.

2    Click Add Systemwide Trigger.

3    On the New Notification dialog, select a rule name from the drop-down list box.

4    Select a radio button in the From area of the dialog to indicate whether the return address should be:

   The user who edits the issue (thereby setting off the trigger)

   Other user (Select a user from the drop-down list box)

5    Type the email addresses of the recipient(s) in the To field, separating multiple entries with commas. You may select users from the Add Address drop-down list box.

Note Although you can enter any email address in the To field, only users who have email addresses specified in their user accounts will appear in the Add Address drop-down list. For this reason it is recommended that email addresses be defined for all user accounts (configured via the SilkCentral Administration module).

6    You can fill in the optional message text fields:

   Subject is an optional subject line (up to 80 characters) (see also “Parameters in trigger subject”)

   Introduction is optional introductory text (250 characters maximum)

7    Select the content type of the message:

   Contents can be:

-   Issue Summary: The information on the top half of the Issue Details page.

-   Issue Summary with Description: Issue summary plus the information from the Description tab.

-   Full Issue Detail: All issue information (this is the default)

   Trailer is an optional signature field (up to 250 characters long)

8    Click OK to save the trigger and close the dialog.

 

Editing systemwide triggers

Procedure To edit a systemwide trigger:

1    Select Configuration/Systemwide Triggers. All existing systemwide triggers are listed here.

2    Click the Edit icon (in the Actions column) of the trigger you want to edit.

3    On the New Notification dialog, select an alternate rule name from the drop-down list box.

4    Select an alternate radio button in the From area of the dialog to indicate whether the return address should be:

   The user who edits the issue (thereby setting off the trigger)

   Other user (Select a user from the drop-down list box)

5    Edit the email addresses of the recipient(s) in the To field, separating multiple entries with commas. You may select users from the Add Address drop-down list box.

6    Edit the optional message text fields:

   Subject is an optional subject line (up to 80 characters) (see also “Parameters in trigger subject”)

   Introduction is optional introductory text (250 characters maximum)

7    Select the content type of the message:

   Contents can be:

-   Issue Summary: The information on the top half of the Issue Details page.

-   Issue Summary with Description: Issue summary plus the information from the Description tab.

-   Full Issue Detail: All issue information (this is the default)

   Trailer is an optional signature field (up to 250 characters long)

8    Click OK to save your changes and close the dialog.

Deleting systemwide triggers

Procedure To delete a systemwide trigger:

1    Select Configuration/Systemwide Triggers. All existing systemwide triggers are listed here.

2    Click the Delete icon (in the Actions column) of the trigger you wish to delete.

3    Click Yes on the confirmation dialog to execute the deletion.

Parameters in trigger subject

You can enter parameters in the subject field of a notification trigger to generate a dynamic subject for email notifications.

The following parameters can be entered in the subject field:

   {ID} returns the defect number

   {PROD} returns the product

   {PROJ} returns the project name

   {USER} returns the user who modified the issue

   {RULE} returns the name of the rule that triggered the notification

   {SYN} returns the synopsis

   {STATE} returns the current state of the issue

   {SEV} returns the severity

   {REASON} returns the current reason code of the issue

   {CUSTOM1-20} returns the custom field of the specified number, e.g., {CUSTOM3} returns the value stored in custom field 3.

For example, if you want to create an email notification trigger that informs you whenever the state of an issue changes, you could add the following text into the subject field:

State of issue {ID} was changed by {user}.

If Bill would fix the currently open issue no. 2, you would receive an email notification with the following subject:

State of issue 2 was changed by bpetersson.

Basic email notification

A basic notification setting that can be activated by any user, regardless of assigned permissions, allows users to receive a notification when another user makes a change to an issue in their inbox or assigns a new issue to them. This setting is available on the Preferences page (Configuration/Preferences).

Note The subject line and content of these notifications can be configured in the file SRFrontendBootConf.xml.

Procedure To configure basic email notification:

1    Go to the Preferences page (Configuration/Preferences).

2    Select the Notify me when users assign issues to me or make changes to issues in my inbox checkbox.

Displaying systemwide triggers

When a user selects the Show systemwide triggers on each issue’s Notifications tab checkbox (Issue Manager/Configuration/Preferences), all systemwide triggers are listed on each issue’s Notification tab. Any triggers that are assigned to the active issue are also listed.

Procedure For an individual user to have systemwide triggers displayed on each issue’s Notifications tab:

1    Have the active user go to the Preferences page (Configuration/Preferences).

2    Select the Show systemwide triggers on each issue’s Notifications tab checkbox.