User Guide | 2019.2

Configuring triggers

You can configure triggers to automatically perform specific actions when users create or change items. For example, you can add a trigger that automatically assigns issues to the QA team lead for verification after users enter the Fix event or prevents users from making changes to requirements in the Awaiting Review state. See About triggers and Trigger examples for more information.

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens.

2. Select an item Type.

3. Click the Triggers tab.

Triggers are displayed in groups based on the change that causes them to run.

Note:  Invalid triggers, which are displayed in gray, do not run. For example, a trigger becomes invalid if the filter it uses is deleted. You can edit an invalid trigger to correct the problem.

4. Click Add to create a trigger. See Adding triggers.

5. Click Add Default to create a default trigger that performs actions on items that do not meet all the criteria of other triggers for the same item type. For example, you may want to create a default trigger that assigns all issues that do not meet the filter used in other triggers to the project lead for review. See Adding default triggers.

6. Select a trigger and click Edit to change it. See Editing and deleting triggers.

7. Select a trigger and click Inactivate to inactivate it. See Inactivating triggers.

8. Select a before save trigger and click Top, Move Up, Move Down, or Bottom to reorder it.

Before save triggers are evaluated in this order. The default trigger and after save triggers cannot be reordered.

9. Select a trigger and click Delete to delete it. See Editing and deleting triggers.

10. Click OK to save the changes.