Notify Project Team when Risk or Issue is Created

Hello,

I am looking to create a workflow rule that sends an e-mail to active resources on a project and reviewers when new risks or issues are created that are linked to that project.

Thank you for any assistance!

Rachel Bernasconi January 23, 2020 12:39 Answered

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Hello Rachel,

I think you should create the rule on the Related Work link with the following evaluation criteria: ($Case.EntityType = "Issue" || $Case.EntityType = "Risk") && $WorkItem.EntityType = "Project"

The Send Email action should look something like this:

I hope this helps.

Roland

Roland Pumputis January 24, 2020 07:37 0 votes

Notify Project Team when Risk or Issue is Created

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