Monitoring an Item’s Status

Use the Status Notification tab on the Edit Step dialog box to specify recipients and a message for notification of an item’s transition to this step in the process. Status notification messages are informational in nature and recipients are usually team members other than those listed on the Participants tab for the step. For example, Customer Support supervisors might need to be aware that a change request has reached an escalation step.

The StarTeam Notification Agent sends one message to all the users in the status notification list simultaneously.

To create a status notification list and message:

  1. Double-click an existing step. The Edit Step dialog box opens.
  2. Click the Status Notification tab.

  3. Add any number of individual users, user groups, and references to the Status Notification List. Specifying a reference adds to the list one or more user ID fields. The user whose ID appears in the referenced field at the time an item enters this step will be added to the list. These users and groups are from the server configuration.

    To add all users simultaneously
    1. Click the All Users button to add all users to the list.
    2. Click OK to confirm this decision because it will empty any current entries in the list.
    3. The word Everyone appears in the list. There is no need to add individual users, groups, or references.
    To add one or more users
    1. Click the Add Users button next to the list to add users to the list.
    2. On the Select Notified Users dialog box, select one or more users.
    3. Click OK. The selected users appear in the list.
    To add one or more user groups
    1. Click the Add Groups button to add groups to the list.
    2. On the Select Notified Groups dialog box, select one or more groups.

    3. Click OK. The selected groups appear in the list.

    To add one or more users by reference
    1. Click the Add References button to add users to the list.
    2. On the Select Referenced Fields dialog box, select one or more user ID fields.
    3. Click OK. The referenced user ID fields appear in the list.
  4. (Optional) If you prefer not to use the default status notification message subject line, enter a subject for the email notification message. Leave the Subject text box blank to send a message with the default subject line for status notification messages.
  5. (Optional) If you prefer not to use the default status notification message body, specify the body of the notification message. The body of the message may be in plain text or HTML format. If you do not specify the message body, the StarTeam Notification Agent sends the default body for status notification messages.

  6. (Optional) Add the current values of specific item property fields to the subject line or message body using the appropriate Insert Reference button.

    1. Click Insert Reference.
    2. From the resulting Select a Reference dialog box, select one or more property field names.
    3. Click OK to return to the Status Notification tab.

    For each property field you selected, a reference appears in the subject line or message body. For example, if you selected the Entered By field, the reference token {{property name="EnteredBy"}} appears. (EnteredBy is the internal name for the Entered By property.) When the message is sent, the token is replaced with the name of the team member who entered the item.

  7. (Optional) Click Preview HTML to see how the body of your message would appear in a browser window.
  8. Click OK.

Back to top