15.5.8. Rules

The Rules configuration screen enables administrators to add rules by which each issue can be tracked. Rules involve taking some action based on certain events. For example, if one user assigns an issue to someone else; they get a notification email so they know immediately there is a new issue to work on. For additional information on Rules, see the General Concepts section.

  1. From the Issue Tracker, click one of the binders. Then, click Admin on the button bar. Click Rules on the button bar of the Admin menu.

  2. To add rules to your binder when issues are entered, click on Add Rule.

  3. A window will pop up to allow you to choose your options. Click Add under the Conditions section (you can add more than one condition) and new fields will show up under the Current Conditions section where you can specify the appropriate field from the drop down list and what the field will be changed to in order to take an action from the second drop down list. Press Next when the fields are complete.

  4. The Rule will be shown at the top of the screen. Under the Actions section, check the box next to the action you want to execute based on the rule you have created.

  5. Click Previous to go back to the previous screen and make any changes, press Cancel to close out of the screen completely, or press Next to go to the next step.

  6. The next screen displays the new rule and new action that you have set. Now you can type the name of the rule in the Name textbox. The Enabled box is already checked for you, but if you do not want the rule to be enabled, simply un-check it and the rule will not be in effect.

  7. Click Save Rule to return to the Rules menu screen.

  8. To edit an existing rule, click the icon in the Functions column. To delete a rule, click the icon.

See Also:

Icons

Creating Binders

Shared Items

Fixed Fields

Configuring List Fields

User-Defined Fields

Options

Bulk Processing

Email Capture