Configuring Automation

The project creator or a role with the automation configuration permission can configure automation rules as required to implement automatic parent-child status transition. Once a rule is enabled, all work items and users in the project can trigger the rule.

Procedure

Go to the project details page.
Choose Settings > Work Configuration > Automation. The Automation page is displayed.
Click Automation Rules.
Set In Use to enable or disable the configured rule.
For example, if the status roll-up of SF work items is enabled, when you change the status of all sub-work items of an SF work item in the Work > Work Items list to Completed, the status of the SF work item is automatically rolled up to Completed.
- If all child work items of the parent item meet the configuration in the rule condition and the target status of the parent item is the status that supports transition, the rule is executed.
- If the parent item has any child work items that do not meet the configuration in the rule condition, when the rule is triggered, a record indicating that no operation is performed 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 and the parent item status is not transitioned.
- If the parent item transition status configured in the rule does not support transition, when the rule is triggered, a record indicating that an execution error occurs and the parent item status is not transitioned.
Go to the work item list. The SF status is automatically updated to Completed, and an automation rule operation record is added to the History tab page.