Custom (Project configuration)

Configuring rules

This chapter guides you through the custom configuration procedure.

Steps

1. Navigate to Apps > Dynamic Forms.
2. Click Define rules.

3. Select the project you want to configure rules for.
4. Click Go to configuration.

5. Enable issue types.
   Note

   To enable presets you need to create one in global configuration. See presets for details as it’s a different process than custom configuration.
6. Click Configure rules.

7. Choose a field from the list.
8. Click + Add new rule for this field.

Tip

Icons next to the project name indicate selected issue types. Issue types that are grayed out were not enabled.

9. Enter the rule name.
10. Click + Add new action.
11. Select an action from the list.

Tip

You can see added actions in the rule window. Press and hold the bin icon to remove an action.

12. Click + Add condition block to set conditions that trigger the action.

Each condition has its own editing tools. You can reorder rules and conditions or delete them.

13. Add more rules if needed.
14. Click Save.

Result

Configuration has been created.