User Guides

WorkSmart allows you to configure email alerts for different events like “Add Record”, “Record Commented”, “Edit Record”, etc. But sometimes you need the ability to trigger email notification based on some criteria – Product Stock < Minimum Stock, Accounts Status = Rejected and so on.

Email Alert action allows you to setup email alerts with conditions as part of your Record Based Rule. You define a condition for your rule and the email alert will be sent when the Condition(s) of your is/are satisfied.

When defining, Email Alert action, you can either choose one of your existing email notification templates (email templates for “Add Record”, “Edit Record”) or you can define a custom email for your rule.

 

Selecting existing email template :

 

Or define a new custom email template for your rule :