Field rules


You can define two types of field rules for your project: restrictions and actions. Restrictions are used for value dependent fields, such as modules for specific customers. If you select a customer (Customer A) only the modules for this customer will be selectable in the module field.

Using actions you can define impacts a specific value will have on another field. Foe example, if you select for the field significance the value critical, the field risk should become required.

Note: Field rules are not applied in the desktop (rich) client.


In the Project Configuration area, select the Field rules entry.

Select the desired item type in the navigation bar on the left. Then select the field which selection values ​​you want to be restricted by another field and the restricting field (in this example, the field values ​​of the Module field are restricted by the field values ​​in the Customer field).

Note: Field rules can only be applied to selection fields, such as single select or multiselect fields. Actions, however, can also be applied to the text fields or number fields.

In the next step, select the field values ​​of the restricting field under Field values ​​and then under Restricted values ​​which value of the subordinate field should be visible for each higher-level field.

The possible selection values ​​must have been previously defined in the template configuration. In this example, if "Customer B" were selected in the Customer field, the possible selection values ​​in the Module field would be limited to "Specific Module 1 for Customer B", "Specific Module 2 for Customer B" and "Specific Module 3 for Customer B".

Now you can use the field in your project.


Using actions you can define impacts on fields, if a value is used in another field. To do so, select 'Actions' and the field that should impact another field. Click on 'Add new action'.

Now select the value of the field on which the action should happen.

In our example, we use the field significance. If it has the value critical, the field risk should be required. To configure this, we select the value from significance, then the affected field and the corresponding checkbox (required).

Save the action. It will now be applied for your project. The field which triggers the action must be a single selection field.

However, the affected field can also be a text field or a number field.

Date fields or user fields and multiple selection fields cannot be selected as affected fields. In the project configuration, you can use both workflow and field rules to set limitations on fields. Furthermore, field values from selection fields with shared value sets and text fields can be set automatically when creating dependent items or creating defects from test executions. Lastly, you can also set default values for all item fields via the project and user defaults. If you use more than one of these, the following behavior should be considered.

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