Automation

How to Create a Business Rule

Start with the video first to get a better grasp of the topic! Skip Ahead to: Business Rule with Single Condition and Action Business Rule with Multiple Conditions or Actions Executing a Business Rule Repeatedly (Recurring Business Rules) Activity Log and Comments Section Bulk Update Business Rule with Single Condition and Action Consider a scenario […]

How to Configure and View AI-Powered Auto-fill Fields

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Set Auto-fill Fields View Auto Populated Fields Overview Creating a workitem becomes challenging when there are several fields that need to be filled up. At such a time, having the workitem fields auto-filled can be […]

How to Configure AI-Powered Similar Workitems at Project Level

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Settings Applicable for Workitem Type Recommendation Based-on Cross-Project Similarity Enabled Recommendation Enabled Action Overview When you have the details of similar workitems handy for reference, it becomes easier to gain a better understanding of the work at […]

How to Design the Layout of Business Rules Listing Page

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Layout of Business Rules Listing Page Overview The Business Rules page displays the list of created Business Rules. Your Business Rules appear listed in a sequential manner depending on the date of creation. If you add a sequence […]

How to Define Business Rules

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Advantages of using Business Rules Triggers Conditions Actions Context Frequency We have divided this chapter into 3 parts: Overview: This topic provides an introduction to Business Rules. It explains how rules are made up of four parts: […]