Notification and action service

You can automate permanent processes in your company by using rules in the notification and action service. A rule determines which events automatically trigger which actions. There are two types of rules:

• With Rules for notifications, participants can be sent e‑mails to notify them when certain data records have been, for example, created or edited, or if a deadline has been missed, or links have been entered.

Users can subscribe to notification rules.

Notifications can also be sent to linked addresses if e-mail has been permitted in the address data record as the type of contact.

• Rules for actions used with any changes or missed deadlines for specific data records in CAS genesisWorld can create new data records and link data records with other data records and so on,´

Users cannot subscribe to these rules.

Your administrator sets up the notification and action service in the Management Console. So-called rule administrators create or change rules in the Desktop Client.