Create an action-based dependency rule

An action-based dependency rule sets a value for a target attribute or requires a user to enter a value for a target attribute.

  1. Begin a new rule.
  2. On the Create New Rule page, 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 Roles 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.) 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.