Clicking on + Add Action will display a dropdown list of possible actions:
An issue rule can contain multiple actions but can only contain a single Assign to action for each rule
Any number of Send email and Set field actions can be defined.
Assign to specific user
A dropdown list of users containing all user IDs that are active members of the project(s) selected for this rule, will be presented. If, at the time the rule is run, the designated user is not eligible for an assignment (e.g. disabled or ‘out of office’) the action will be ignored.
Assign to group lead
A dropdown list of all defined user groups will be presented. If at the time the rule is run a group lead is not defined for that issue’s project or the group lead is ineligible (disabled or ‘out of office’) the action will be ignored.
Assign to first available user
This action allows for the creation of an ordered list of user's and the issue will be assigned to the first available (i.e. not disabled or ‘out of office’) user on the list.
Clicking on Select user to add... will display a list of user's that are team members of the projects selected for the issue rule. Selecting a user and clicking the button will add the user to the end of the list.
Selecting a user on the list will enable the Move Up and Move Down arrows and Remove buttons to the right of the list. Each user listed also has a drag/drop handle to the left of the user ID. Click and hold on the handle, then reposition the user to the desired location.
Set field to a specific value
This action allows an issue field to be automatically updated with a new value when the conditions are matched.
A drop down list of all issue fields will be presented. All issue fields are listed except: Assigned to user, Created by user, internal system date fields and Resolution/Status – these fields cannot be set this issue rule action.
After selecting the field you are prompted with an appropriate value entry. Depending on the type of field being set, different input options are presented:
Fields based on a global dropdown code table will display a dropdown list of the appropriate values.
Fields based on per project or dependent code tables will display an auto-complete text field.
Fields based on a checkbox will display a dropdown with the choices “checked” and “not checked”. All other fields will use a text box.
Fields based on dates or date/time will show a text field. Values for setting dates can be:
The date (or date and time) can include an adjustment by using + or - and one of the following parameters :
d = day (date and date/time field)
w = week (date and date/time field)
n = month
y = year
h = hour (date/time field only)
m = minute (date/time field only)
@ = the specified time precisely (date/time field only)
Examples of date and date/time default values:
Today +1d
Tomorrow @10:00
Today -1w +10h
Yesterday @14:30
Today +1d @17:05
FirstOfYear +1d @00:01
You can add any number of set field actions but each field can only be specified once.
Send an e-mail message
Issue rules can also cause e-mail notifications to be sent.
The email message action requires an e-mail template (subject and body of the message to send). A new template can be created by clicking the New… button.
Values in the To the user include:
the current assigned to user
the previous assigned to user
the user that created the issue
any user that is a member of the project team for the projects associated with this issue rule
The To the e-mail address in field dropdown shows a list of text based issue fields. The e-mail message will be sent to the e-mail address contained in that field, if it contains a valid e-mail address.
The To a specific e-mail address allows for the entry of one or more explicit e-mail addresses (use ‘;’ as a separator).
Removing an Action
To remove an action, click the button on the right beside the action.
button will add the user to the end of the list.
button on the right beside the action.