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Cloud-delivered Case ManagerCase Manager Documentation

Create a Case Manager Email Notification

Configure Case Manager to automatically send emails notifying you about important Case Manager activity, like when someone creates, changes, or comments on an incident, or assigns a task.

  1. Ensure that you configured Advanced Analytics email notifications. You must configure Advanced Analytics email notifications before configuring Case Manager email notifications.

  2. In the sidebar, click SETTINGSA grey gear icon, then select Analytics.

  3. Under Case Management, select Email Notifications, then select the CASE MANAGER NOTIFICATIONS tab.

  4. Click Add Case Manager NotificationA dark blue plus sign..

  5. Configure the email notification settings. These settings use the same SMTP IP/Hostname and Port as your Advanced Analytics email notifications.

    • Notification name – Name the notification. This name is only used to identify the notification in Case Manager settings.

    • Email template – Select an email template you created.

    • Event type – Select the event you want to be notified about:

      • Incident created

      • Incident assigned

      • Incident deleted

      • Incident updated

      • Incident priority changed

      • Incident status changed

      • Task assigned

      • Case note comment created

      • Email comment created

      • Received reply for an email comment

    • (Optional) Condition – Enter a condition that must be true for Case Manager to send the email notification. This condition uses incident fields, default or custom.

    • Recipients – Enter an email address or select an Exabeam user from the list.

  6. Click SAVE.