Use workflow rules to create field relationships

2 

Create a new workflow template

a

Log on to Issue Tracker Web Admin.

Tip To log on to Issue Tracker Web Admin from Issue Tracker Admin, click Tools > Web > Web Admin. This will log you on to Issue Tracker Web Admin using the same account you used to log on to Issue Tracker Admin.

b

Click the Workflow tab. In the Project list, click MyHelpDesk.

c

Click Template and click Add.

d

In the Add New Template dialog box:

  • In the Template Name box, type "Set Problem Area".
  • In the Template Description box, type a description of the template.
  • Select the Possible Values check box.
  • Click OK.

The Set Problem Area template is added to the list of templates.

Red X Button means that the template is still undefined. To define a template, you have to specify which fields are used in rules based on this template.

e

Under Conditions, click . Then click the Field box three times and click Problem Type.

Why don't I see all my fields in the Field list?
The Field list contains only one type of field: single-choice lists. Workflow does not support any other type of field.

f

Under Possible Values, click . Then click the Field box three times and click Problem Area.

g

Your template should now look like this:

In the Template list, note that Green checkmark is now displayed beside the Set Problem Area template.