Assigning Permissions for Personal Rules

Personal rules evaluate specified conditions when any record of a certain module type (incident, change, problem, or customer profile) is saved and send a notification to the email address in the support representative’s profile if those conditions are met. The notification will contain a specified subject, the text “Click the following link to review this (incident/change/problem/customer/opportunity profile)”, a link to the saved record. Support representatives access the Personal Rule configuration screen via the Personal Rules tab in Desktop Preferences. Note that notifications sent by personal rules are logged in Configuration Audit History. Select Personal Rules on the Details tab in the Support Representative Management | Roles screen to allow or disallow creation of personal rules.