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From the Security Module / Business Rules / Communication Rule Tab, select the field you would like to add a communication rule to.
Click New
Update the Communication Rule fields:
Communication Type - Email/SMS
Communication Template - Select the template to send
Region/Division - Select
Enabled? - Yes
Custom Rule - Yes
Rule String - Enter the Rule String
Custom Description - Yes
Description - Enter the message users will see when entering a date into the field
Update the Email Communication fields:
Send Email? - Yes
Additional ‘To’ RMS IDs - Enter the RMS ID eg: e.g. Enter a 4 to send the email to the job Administrator or 682 for Primary contact
Additional ‘CC’ RMS IDs - Enter the RMS ID e.g. 42110 for secondary contact
Additional ‘BCC’ RMS IDs - Enter the RMS ID
Update the SMS Communication fields:
Send SMS? - No
Update the Communication Text (inserted within the email template):
Add additional Framework field content that might be useful to the email recipient/s (refer below screen shot example).
Note: If using this field you must insert {{CRContext}} into the body of your Communication Template - this will ensure the contents appears in the email.
Click OK
Click OK
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