Configuring Automation Rules

Prerequisites

You have the automation permission on the ipd_work configuration page in the project.

Constraints and Restrictions

• If all child work items of the parent item meet the rule condition and the target status of the parent item supports transition, the rule is applied.
• If the parent item has any child work items that do not meet the rule condition, when the rule is triggered, a record indicating no operation performed is generated and the parent item status is not transitioned.
• If there is no parent item, when the rule is triggered, a record indicating that no operation is performed is generated.
• If the parent item transition status configured in the rule does not support transition, when the rule is triggered, a record indicating an execution error is generated and the parent item status is not transitioned.

Adding an Automation Rule for Status Rollup

1. Access the CodeArts Req homepage.
2. Access a project and choose Settings > Work > Automation. The Automation page is displayed.
3. Select the Automation Rules tab and click Create Rule.
4. In the Work Item Status Transition Rule Template dialog box, select the required rule template. The following uses the Status Convolution template as an example.
5. Click OK. The Status transfer: Status Convolution dialog box is displayed.

   

6. Set an automation rule.
   1. Hover over Status transfer: Status Convolution and click to set the name of the automation rule.
   2. Select Trigger, Condition, and Action from the drop-down lists. The following figure is an example.

      

   3. Click OK. Check the new automation rule in the Automation Rules list. By default, the rule is enabled.
   4. Set In Use to enable or disable the configured rule. Verify the automation rule by accessing the work item list again. For example, if you change the status of all child work items under an SF to Completed, the status of the SF is automatically updated to Completed. In addition, an automation rule operation history record is added to the History tab of the SF work item details page.

7. When auto rollup is triggered, the corresponding rule is recorded on the Logs page. Click in the Operation column to expand the log details.

Adding an Automation Rule for Workload Rollup

The procedure applies to workload rollup in parent-child/upstream-downstream scenarios.

1. Access the CodeArts Req homepage.
2. Access a project and choose Settings > Work > Automation. The Automation page is displayed.
3. Select the Automation Rules tab and click Create Rule.
4. In the displayed dialog box, select Labor hours Convolution.
5. Click OK. The Status transition: Labor hours Convolution dialog box is displayed.

   

6. Set an automation rule.
   1. Hover over Status transfer: Labor hours Convolution and click to set the name of the automatic workload rollup rule.
   2. Select Trigger, Action, Equal, and Add from the drop-down lists. The following figure is an example.

      

   3. Click OK. Check the new automation rule in the Automation Rules list. By default, the rule is enabled.

   4. Set In Use to enable or disable the configured rule. Verify the automation rule by accessing the work item list again. For example, if you modify the planned workloads of any SR under the IR, the IR's planned workloads will be automatically updated to the sum of the planned workloads of all work items and collaborative downstream work items under that IR. And an automation rule operation record is added to the History tab page of the IR.

      

7. When auto rollup is triggered, the corresponding rule is recorded on the Logs page. Click in the Operation column to expand the log details.

   

Adding an Automation Rule for Story Point Rollup

To add the Story Point field, choose Settings > Work Item > Work Item Management, and add the field on the Fields page for the corresponding work item type. Only after the fields are added can they be used in the corresponding work item.

Applies to story point rollup in parent-child/upstream-downstream scenarios, excluding custom association scenarios.

1. Access the CodeArts Req homepage.
2. Access a project and choose Settings > Work > Automation. The Automation page is displayed.
3. Select the Automation Rules tab and click Create Rule.
4. In the Work Item Status Transition Rule Template dialog box, select Story Points Convolution.
5. Click OK. The Status transition: Story Points Convolution dialog box is displayed.

   

6. Set an automation rule.
   1. Hover over Status transfer: Story Points Convolution and click to set the name of the automatic story point rollup rule.
   2. Select Trigger, Action, Equal, and Add from the drop-down lists. The following is an example of the configured automation rule for story point rollup.

      

   3. Click OK. Check the new automation rule in the Automation Rules list. By default, the rule is enabled.

   4. Set In Use to enable or disable the configured rule. Verify the automation rule by accessing the work item list again. For example, if you modify the story points of an IR, the story points of the parent RR associated with this IR will be automatically updated to the sum of the story points of all collaborative downstream work items and child work items associated with the RR. And an automation rule operation record is added to the History tab page of the RR.

      

7. When auto rollup is triggered, the corresponding rule is recorded on the Logs page. Click in the Operation column to expand the log details.