Activity Triggers
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You can use project and activity triggers to send out e-mails and automatically change an attendee's activity status.
»To define an activity trigger
Activity Triggers Window
Trigger Properties Window
Trigger Execution Window
NOTE: If you choose Send an automatic e-mail and leave the E-mail Document field empty, then click Next, the E-mail Document -- Blank Activity Template appears. When you use this template, you can include the following activity fields: Activity Start Time, Activity End Time, Activity Name
NOTE: If you are confirming receipt of a survey or preliminary bid, you should choose "The attendee who triggered the action" rather than "All Qualified Bidders." If available, you can also choose who should not receive the e-mail or status change based on an attendee's current status (see below).
Trigger Attendees Window
Activity Triggers Window
Click on the toolbar or select an existing trigger time and click to open the Schedule the Trigger Time window.
Trigger Time Window and Scheduling Window
Define the trigger time relative to the event and choose when the trigger time should occur. Click OK to return to the Trigger Time page. Add additional trigger times as needed and click Finish.