Use workflow rules to create field dependencies

This tutorial shows you how to use workflow rules to make the default owner depend on the selected Problem Area. For example:

When:
	<New Issue> = Yes AND
	Problem Area = HW - Keyboard
The values to set are:
	Owner = Help Desk Analyst

This rule assigns a default owner for new issues, but allows the issue to be reassigned later. Without the <New Issue> = Yes part, you could never change the owner of the issue.


1 

Create a new template

a

Log on to Issue Tracker Web Admin. Click the Workflow tab. In the Project list, click a project.

b

Click Template and click Add.

c

In the Add New Template dialog box:

  • In the Template Name box, type "Set Owner".
  • In the Template Description box, type a description of the template.
  • Click Dependent Values.
  • Click OK.

The Set Owner template is added to the list of templates.

e

Under Conditions, click . Then click the Field box three times and click <New Issue>. The <New Issue> macro is equal to "Yes" when an issue is first created but has not been saved yet.

Click again, click the Field box three times and click Problem Area.

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 Dependent Values, click . Then click the Field box three times and click Owner.

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.

g

Your template should now look like this: