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To understand how Conditional Alerts respond to case changes, consider the following example. Suppose your project has 3 cases, all with case type "person", and you track a "status" case property which can either be "green" or "red". These are the 3 cases in your project:

NameCase TypeStatus

With these three cases existing in your project, suppose you now create a Conditional Alert which will send an Immediate SMS to Mobile Worker Bob for each "person" case with "status" equal to "red". As soon as you save the Conditional Alert, the rule will run against all "person" cases in your project and for each one that is in "red" status, it will create an instance of the schedule (which in this case is an immediate SMS) to be sent to Mobile Worker Bob. Put simply, it will send 2 SMS to Bob - one in response to Joe being in red status and one in response to Jaime being in red status. From here on out, you do not need to resave the Conditional Alert to send new SMS - the system will automatically keep the rule up to date with changes made to your cases. If you do save the Conditional Alert again but don't make any changes, no new SMS are sent because nothing changed.


Recipient TypeDescription
The CaseThe case which matches the rule will be a recipient. See Registering a Case Contact.
The Case's OwnerThe owner of the case which matches the rule will be a recipient. If the owner is a user group, then all users in that group will be recipients. If the owner is an Organization, then all users assigned to that Organization will be recipients.