Adding Substatus Update Rules

NOTE: Each Issue Event can have multiple Substatus Update Rules.

1- Go to Administration > Substatus > Rules.

2- Select the event that triggers this new Rule.

NOTE: Notes added when using the “Email Issue” function are not recognized as “Add Note”, “Note Added by Submitter”, or “Note Added by Submitting Organization” issue events.

3- Select the Substatus criteria for this event.

4- Select the Substatus to be applied.

5- Define the Process Order for this new Rule.

6- Click Save.

The message “Substatus Rule was successfully added” will display and the new Rule will appear in the Substatus Update List when the save is complete.