Managing Notify Events by Issue Status

This guide outlines the procedure for managing Notify Events within your GimCore application, specifically focusing on how these events are configured in relation to issue statuses. Notify Events are crucial for automating communications and actions based on pre-defined triggers linked to the lifecycle of an issue.

Accessing Notify Events 🚀

To access and manage Notify Events, navigate through the GimCore administrative interface:

1. From the Left Menu, locate and click on Project Notify.
2. Within the Project Notify submenu, select Events.

This action directs you to the Notify Events screen, which displays a comprehensive data table of all configured notify events.

Understanding the Notify Events Data Table 📊

The Notify Events screen presents a data table that lists all current notify events with their essential properties. Each column provides critical information:

• Status: Indicates the current operational status of the event (e.g., Active, Inactive).
• Name: A user-defined identifier for the notify event.
• Issue Status: The specific issue status that triggers this event.
• Project: The project to which this notify event is assigned.
• Actions: Contains control icons for managing individual records.

Adding a New Notify Event ➕

To configure a new notify event, follow these steps:

1. On the Notify Events screen, locate and click the Add New button, typically situated in the page header.
2. A Create Notify Event modal dialog will appear, presenting a form for new event configuration. Input the following details:
   • Name: Enter a unique and descriptive name for the notify event.
   • Issue Status: Select the specific issue status from the dropdown menu that will trigger this event. This is where you link the notification to a particular stage of an issue's lifecycle.
   • Project: Choose the project from the dropdown menu where this event will be active.
   • Other Configuration Fields: Complete any additional required fields for event type, templates, recipients, etc., as per your notification requirements.
3. After entering all necessary information, click the Save button within the modal to create the new notify event.

Editing an Existing Notify Event ✏️

To modify the properties of an existing notify event, including its associated issue status:

1. In the Notify Events data table, locate the event you wish to modify.
2. In the Actions column for that specific event, click the Edit (pencil icon) button.
3. An Update Notify Event modal dialog will appear, pre-populated with the current event details. Adjust the following as needed:
   • Name: Modify the name if required.
   • Issue Status: Change the triggering issue status by selecting a different option from the dropdown menu.
   • Project: Reassign the project if necessary.
   • Other Configuration Fields: Update any other relevant event parameters.
4. After making all desired changes, click the Update button within the modal to save your modifications.

Deleting a Notify Event 🗑️

To remove a notify event from the system:

1. In the Notify Events data table, find the event you intend to delete.
2. In the Actions column for that event, click the Delete (trash can icon) button.
3. A confirmation dialog will appear, asking you to confirm the deletion. Review the details carefully.
4. Click Confirm to permanently remove the notify event. This action cannot be undone.