Working with Escalation Policy › How to Create Escalation Policy › Create Escalation Actions › Create a Send Email Action

Create a Send Email Action

You can create a policy action that automatically sends an email to specified recipients (usually a technician or an operator).

Follow these steps:

1. Perform one of the following actions:
   • Click New on the Actions tab of the Alert Escalation Policy Editor dialog while defining an escalation policy.
   • Select Tools, Escalation Policies and Actions, and click on the Actions tab of the Escalation Policies and Actions dialog to create an action independent of an escalation policy.
2. Select Send Email from the Action Type drop-down list.

   The email fields appear.

3. Complete the following fields:
   • Enter an action name and optional description in the Action Name and Description fields.
   • Specify a recipient in the Recipients field using the format recipient@anycompany.com. Separate multiple recipients with commas.
   • Enter an email address or sender name to display in the From field. By default, the product uses the user name of the policy creator and the SA Manager server host name in the format user@server.
   • Enter an email subject in the Subject field.
   • Enter an email message in the Message field.

   Consider the following items:

   • You can right-click in most text fields to select expandable runtime tokens for alert details. These tokens are dynamically substituted when an action is performed on an alert.
   • If you want to use the $[USM Web View URL] token, you first enable its use.
   • If you want to use the $[Mobile UI URL] token, you first enable its use.
   • If you want to use the CI user attribute tokens, you first set the attributes. For more information about setting CI user attributes, see the Implementation Guide.
4. (Optional) If you want the action available now, select the Enabled option.
5. Click OK.

   The action is defined, and it appears on the Actions tab. If you defined the action in an escalation policy, it is automatically added to the policy.