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 Functional Area.

When:
	<New Issue> = Yes AND
	Functional Area = Field Editor
The values to set are:
	Owner = Jean Developer

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 Census Web Admin. Click the Workflow tab. In the Project list, click BugTrk.

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.
  • Select the Dependent Values check box.
  • Click OK.
d

In the list of templates and rules, click the new template.

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 Functional Area.

Note The Field list contains only single-choice lists fields, because workflow conditions use only single-choice list fields.

f

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

Note The Field list contains only single-choice lists fields, because workflow rules apply only to single-choice list fields.

g

Your template should now look like this: