Send an Email Notification on File Upload

This rule will automatically send out an email to someone whenever a file is uploaded to a specific folder.

Adding the New Rule

1. Go to the Event Rules page of the Event Manager
2. Click the New button. The Add A New Event Rule dialog will appear.
3. Select the File Transfer Event Rule Type for your new rule. This event type is triggered whenever a file upload or download takes place.
4. Enter a name for your rule in the Rule Name edit box. For example, “Email on Upload”.
5. Press the Add New Rule button on the Add A New Rule dialog to add the new Event Rule. The event rule will be selected and ready for editing on the Edit Rules page.

Select a Rule Matching Mode

Select the Match If All Filters Match mode. Selecting this option means that this rule will only be triggered whenever the rule’s event occurs and if all of the conditions listed are fulfilled.

Adding the Rule Conditions

A rule’s actions are carried out whenever that rule’s event trigger happens and the conditions set in the rule are met. In this example, a File Transfer Event triggers our rule. To further limit this rule to only triggering when a file is uploaded to a specific folder, we need to add two conditions or filters to the rule.

1. There needs to be filter that ensures this is an upload, and not a download. To limit this rule to only triggering on an upload, select the {{D}} (Is a Download), variable from the conditions drop-down list. Select Equals as the comparison, and set the value to false.
2. In this example, we only want this rule to trigger whenever the file is uploaded to the /uploads/temp folder on your server. Select the {{RFP}}, Remote File Path, variable from the conditions drop-down list. The file path is 'remote' as opposed to 'local' because it is the 'remote folder in the perspective of the client software uploading the file to your server. Select Starts With as the comparison, and set the value to /uploads/temp. Another option is to use Contains and only include the part of the path that makes it 'unique' from other locations files are being uploaded to.

Adding the Rule Actions

When an event matches all of the conditions of a rule then the rule actions are carried out. In this case, we want to email someone when a user uploads a file to a specific folder.

1. Select Email Event Notification from the Action drop down
2. Select an SMTP server as the operation sub-action from the Using drop down (this will only be selectable if you have added an SMTP Server on the Event Targets page)
3. Enter the recipient's name in the To Name field
4. Enter the email of the person you wish to email when this rule triggers in the To Email field
5. Enter the subject for the email in the Subject field, or leave it blank for the default email subject

To watch a video summarizing these instructions, click here.