Defining Rules

Defining a rule involves filling in the template with specific values.

Note that while you edit rules, you can edit the values, but you cannot add or remove fields. To add or remove fields you must edit the rule template.

To define a rule:

1    Log on to HelpDesk Web Admin. Click the Workflow tab.

2    In the Project list, click a project, then click a rule template.

3    Click Rule and then click Add.

4    Under Conditions, specify the values to test. For each field, click the Value box three times and then click the field value you want to test for.

5    If you are defining a dependent-values rule, then under Dependent Values, for each field, click the value you want to set. To use the value of another field, double-click the <Values of Field???> macro.

If you are defining a possible-values rule, then under Possible Values, for each field, select the check boxes for each possible value.

6    Click Apply to apply the rule to the Web views of the project.

Notes

You can also copy a rule and edit it. To copy a rule, click the rule, then click Rule, click Copy, and type a name for the new rule.

Related Topics

What Can You Do with Workflow Rules?

What You Should Know about Workflow Rules

What is a Workflow Rule?

Creating Rule Templates

Deleting Rules

Renaming Rules

Using Macros in Rules

Setting Possible Values

Changing When Rules Are Evaluated

Changing the Order of Evaluation

Applying Workflow Rules

Disabling Workflow Rules