Help Center/ CodeArts Req/ User Guide/ Managing IPD-Standalone Software Project Requirements/ Common Configuration Management/ Configuring Automatic Roll-up Rules
Updated on 2024-10-31 GMT+08:00
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Configuring Automatic Roll-up Rules

Project creators or roles with the automation configuration permission can enable or disable automation rules as required to implement automatic parent-child status roll-up or status transfer. Once a rule is enabled, all work items and users in the project can trigger the rule.

Prerequisites

An IPD-standalone software project is available, in which you have the Automation permission.

Procedure

  1. Access the CodeArts Req homepage.
  2. Access the project details page and choose Settings > Work Item > Automation. The Automation page is displayed.
  3. Click Automation Rules.
  4. Set Enable to enable or disable the configured rule.

    For example, if the status rollup of SF work items is enabled, when you change the status of all child work items of an unfinished SF work item in the Work Item > Req > Feature Tree 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 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 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 an execution error is generated and the parent item status is not transitioned.

  5. 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.