What Can You Do with Workflow Rules?

When a user selects a choice from a choice list, you can:

    Select choices in other choice lists.

    Change the possible choices in other choice lists.

These are the basics of workflow rules. However, this explanation leaves out some important details:

    By default, rules are applied when a user creates, saves, or loads an issue. You can also force rules to be evaluated when a user selects a choice.

    Workflow rules can also be based on more complicated conditions. For example, a rule may require that certain choices are selected from a number of different choice lists, or that the user is a member of a specific group, or both.

Automate Workflow

By controlling the possible values of the Progress field, you can define and enforce a process.

Simple workflow controlled by Progress values

graphics/HelpDesk-Workflow-Simple.gif

Examples

Create Related Choice Lists

You can define rules to create a relationship between two choice lists.

Example

Set Field Values

Instead of setting the possible values of a choice list, you can define rules that select choices from other lists. These type of rules are called a dependent values rules, because they make the value of one field depend on the value of another field.

Example

Related Topics

What You Should Know about Workflow Rules

What is a Workflow Rule?

Creating Rule Templates

Defining Rules

Changing When Rules Are Evaluated