Creating an action-based dependency rule

Creating an action-based dependency rule

An action-based dependency rule does one of the following:

To create entry conditions for a new action-based rule

  1. Begin a new rule.
    The Create New Rule page is displayed.
  2. Select Action-Based Dependency rule and click Continue.
  3. Provide a Name and a Description.
  4. Click the radio buttons that correspond to the role and attribute characteristics that constitute the entry condition:

    Entry field Description
    Conditional Role(s)

    Specific Role-This may be any user role that you have added to this project if you are a domain administrator. (User roles are defined on the Administration tab, from the Roles link in the left navigation pane.) The user's role or roles are assigned when the user is added as a project member.

    Any Role-Everyone applies to this condition. For example, a rule that has Any Role and Any Attribute selected is equivalent to "always."

    To Be Determined-You will set this value later. Note that if you specify set a specific conditional role and the role is later deleted, the setting automatically changes to To Be determined.

    Conditional Attribute

    Specific Attribute-Only single-select list attributes, multi-select list attributes, and state attributes that are included in the artifact type are allowed in conditional attributes. If this list is empty, all available attributes may already be used in a dependency rule, or there are no appropriate attributes in the artifact type. In either of these cases, select the artifact type, add list or state attributes, and group them in an attribute group. The new attributes will appear in this list.

    Any Attribute-This condition will evaluate to true no matter what attribute is selected. For example, a rule that is defined as applicable to Any Role and Any Attribute is equivalent to "always."

    To Be Determined-The same as for Conditional Role(s).


    If there are no roles or attributes displayed in the Any Role or Any Attribute drop-down lists, you must add them to this artifact type, then create the rule.
    Note: Clicking in the role or attribute list box has no effect unless the Specific Role radio button is also selected.
  5. Click Continue.
  6. If you selected a specific attribute, go to the next step.
    If you selected Any Attribute or To Be Determined as the conditional attribute, a confirmation page appears.
    At the bottom of the page, the Actions section states that no actions have yet been configured.
  7. If you selected a specific attribute, a page is displayed that allows you to select a value or values for this attribute.
    For example, for an attribute named Status, you might select a value of New to indicate that when a user sets the value of Status to New, an action (to be defined) will be taken.
  8. Click Continue.
    The message "Your rule was saved" appears at the top of the page. At the bottom of the page, the Actions section will state that no actions have been configured for this rule.
  9. To configure the action, create "Set a value" action for a dependency rule or create "make required" action for a dependency rule.

To create "Set a value" actions for a an action-based dependency rule

  1. Begin a new rule.
  2. Create a new entry condition for the rule.
    A summary of the dependency rule is displayed. At the bottom of the page, the Actions section will state that no actions have yet been configured.
  3. Click Add New.
  4. On the Add Project Conditional Action page (Project Owner) or Add Conditional Action page (Domain Administrator), select Set a Value and click Continue.
    A page containing a Target Attribute section is displayed.
  5. Select one of the following:
    • Specific - You are ready to choose a target attribute.
      If no attributes appear in the selection list, add attributes to this artifact type and create an attribute group that contains the artifacts. The attributes must be single-select or multi-select list type.
    • To be determined - You will choose the target attribute later.
      If you specify a target attribute and it is later deleted, the setting for this action automatically changes to To Be Determined.
  6. Click Continue.
    If you chose To Be Determined, go to Step 10.
    If you chose a specific attribute, the page is refreshed to display a Target Value section.
  7. If the target is a selection-list attribute, go to step 8.
    If the target is an input-type attribute, enter the value to set for the target attribute, and select one of the following:
    • Make Default - Sets this value if no other value has been supplied.
    • Replace Existing - Sets this value whether or not another value has already been supplied.
  8. If the target is a selection-list attribute, you must indicate what potential values to assign.
    You may either pick from a drop-down list, or if the target attribute value is a list of users, you would:
    1. Click the Edit Users button.
    2. On the Add Users page, click Edit Users.
    3. Check the box next to the name for each user who you want to add.
    4. Click Add Selected to Assignee List.
    5. Click Done.
  9. In the Behavior section, specify whether the target value or values are:
    • To be added to the list.
    • To be set as the default.
    • To replace any existing values that the user supplies.
  10. Click Done.
    A message is displayed, "Your action was saved." At the bottom of the page, a summary of the action is displayed. The validity field indicates if the action is complete and can be verified. If the action is valid and the conditions are valid, the rule is valid. If any part of the rule is incomplete or invalid, the rule is invalid.
  11. You can continue to add actions or click Done to return to the artifact type page.

To create "make required" actions for an action-based dependency rule

  1. Begin a new rule.
  2. Create a new entry condition.
    A summary of the dependency rule is displayed.
    At the bottom of the page, an Actions section is displayed.
  3. To add an action to this rule, click Add New.
  4. In the Add Conditional Action page, select Make Required and click Continue.
    The Add Conditional Action, Required Attributes page is displayed.
  5. At the bottom of the page, in the Target Attribute section, select the attribute or attributes that the user must set if the entry condition is met.
    Note that you can select multiple attributes. Target attributes may be input attributes, user attributes, or both.
  6. Click Done.
    The complete rule is displayed.
  7. Click Done.
    The artifact type page is displayed. At the bottom of the page, a summary of the rule that you just created is displayed. If all parts of the rule are complete and valid, the rule is valid. If any part of the rule is invalid, the rule is invalid.
  8. You can continue to add actions or click Done to return to the artifact type page.

Assigning the same Target attribute to different values of the same Conditional attribute

When you create an action-based dependency rule, you associate a Target Attribute to the value of a Conditional Attribute. Once this Target Attribute is associated, it is locked only for that rule. This means that when you create another dependency rule, you can use the same Target Attribute again, but only if the Conditional Attribute is the same and has a different Conditional Attribute value. For example, you can create the two rules given in the table:

Type / Name Rule 1 Rule 2
Conditional Attribute Component Component
Conditional Attribute Value Component 1 Component 2
Target Attribute Assigned To Assigned To
Target Value Alice Tom

Finding an action-based rule

The steps for finding a rule depend on your project role.

To find the rule that you want to edit (project owner)

  1. Click the Projects tab and click the link for a project.
  2. Select the Project Tracker link in the left navigation pane.
  3. Click Manage Artifact Types in the left navigation pane.
  4. Click the link for the artifact type that contains the rule that you want to find.
  5. At the bottom of the page, in the Attribute Dependency Rules section, click the link for the rule that you want to edit.
    A summary page for the rule is displayed.

To find the rule that you want to edit (other administrator)

  1. If you are an administrator with permission to access the Administration tab, Click the Administration tab.
  2. In the left navigation pane, click the Artifact Types link in Project Tracker set of links.
  3. Click the link for the artifact type that contains the rule that you want to find.
  4. At the bottom of the page, in the Attribute Dependency Rules section, click the link for the rule that you want to edit.
    A summary page for the rule is displayed.