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Create Mail Distribution Rules

Ensure the right mail goes to the right people at the right time.

Mail Distribution Rules enable you to route mail to specific groups or individuals and determine workflows based on type, field values and who originates the mail. 

They help maintain consistency and ensure the right people get the right communication based on specific criteria you set. This will make reporting much easier down the track and ensure that you meet any mandatory communications requirements in your contracts. 

Before you begin:

Speak with the Service Desk to get Mail Distribution Rules enabled for your project.

• You’ll need to be a Project Administrator (of the organization that owns the project) and have the relevant additional permissions within User Role Settings to start using this functionality. 

• Be sure to set-up up your User Groups before you begin applying Mail Distribution Rules.

• It’s important to consider which project processes you want to manage using Aconex Mail before you set up your Mail Distribution Rules. These should include processes where you may need specific mail types to be automatically sent to specific individuals or groups on the project. So, consider exactly who the rules should apply to as well. 

• Create a diagram to lay out the flow of information. Outlining project processes and groups, can be a useful way to visualize your Mail Distribution Rules before you begin work in Aconex.

• For more information see this post on creating groups for project roles.

Configure distribution rules

Go to Setup / Configure User Role Settings / Configure Mail Distribution Rules.

Points to be aware of as you start to configure distribution rules:

• You cannot configure rules against transmittals.

• Recipients added by rules cannot be removed by the mail sender from a mail distribution.

• The sending user can view recipients added by rules by going to the Preview page.

• A mail sender can manually add further recipients to the mail if they want.

• Rules are additive - if you’ve configured multiple rules against a mail type, all true rules will run.

Create distribution rules:

  1. Select Setup from the Module Menu and choose Project Settings.
  1. Select the Mail Types tab.
  1. Beside each mail type you’ll see Edit Rules. Click on the relevant link for the mail type to which you want to add rules.
  1. You’ll see two tabs: General Rules and Distribution Rules. Click on Distribution Rules.
  1. Click Create New Rule.
  1. Configure the IF statements.
  1. Configure the THEN statements.

Here’s two examples of what If / Then statements will look like on screen: 

  1. Save the rule.
  1. Repeat this process for all the relevant Mail Types.
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