TrackStudio Enterprise 3.1
E-Mail Notification Concepts

TrackStudio can send out e-mail notifications when a certain pre-specified event occurs or at regular intervals.

Sending out e-mail notifications at regular intervals is performed according to the specified schedule irrespective of the events occurring in the system. Activate filter subscription on the Filters->Subscribe tab. 

TrackStudio can send out e-mail notifications when the following events occur:

  • a new task is added to the system.
  • an existing task is modified.
  • a message is added to the task or other associated events (changing the handler, entering the elapsed or estimated time by the developer, etc).

Activate event-based e-mail notification on the Filters->Notifications tab. E-Mail notification rules do not depend on the filter currently selected on the Subtasks tab. 

When defining an e-mail notification rule it is important to differentiate between the following tasks:

  • The parent task for the filter -- this task is displayed in the Connected to column on the Filters->List tab. This task determines for which tasks the filter will be visible; it does not directly influence the e-mail notification.
  • The task for which the e-mail notification is activated. The e-mail notification rules for a task is displayed on the Filters->Notifications tab. The e-mail notification will be sent when this task or one of its subtasks are modified.
  • The modified task -- modifying this task results in email notifications.

The email notification system checks the filtering conditions a bit different from the usual routine. That is why a filter may be useful for the e-mail notification system, but often cannot be used to filter tasks.

When you create a new task or update an existing one

The notification will be sent if the task meets the filtering conditions for tasks. If there are no filtering conditions specified, the e-mail notification will be sent when any task is modified. When a task is created or modified, filtering conditions for messages are not checked even if they are specified. The following parameters are also ignored:

  • Tasks per Page (check all tasks)
  • Deep Search (always check subtasks recursively)
  • Sort
  • Hide

When a new task is created, the e-mail notification is sent once the Save button is pressed -- not the Create a Task button. If the Save button is not pressed, the e-mail notification will not be sent.

When you create a new message

TrackStudio checks is whether the task meets task filtering conditions and the added message meets the filtering conditions for messages. If there are no filtering conditions for messages specified, the e-mail notification is sent when any message is added. The following parameters are ignored:

  • Tasks per Page (check all tasks)
  • Deep Search (always check subtasks recursively)
  • Sort
  • Hide
  • View Messages (always check new message only)
  • Filter Messages (always check new message only)
  • Bulk Processing Tool

The Current user filter property means different things in the different contexts: 

• When filtering tasks or generating reports, it means the logged user. 

• When processing filter subscription rules, it means the subscribed user. 

• When processing event-based e-mail notification rules, it means the user who has modified the task or added a message.

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