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Adding default triggers

You can configure a default trigger to perform actions on items that are not acted on by other triggers. Default triggers run before items are saved in the project database, after all other trigger rules are evaluated.

For example, a product is in beta testing and you want to make sure that failed issues get immediate attention. You configured a trigger to automatically assign an issue when it fails verification. If the issue passes the Failed Fix filter, it is assigned to the last Fixed By user. You can configure a default trigger to assign the issue to another user if it does not pass the Failed Fix filter.

Note: You can only add one default trigger per activity.

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens.

2. Click the Triggers tab.

3. Select an item Type. The items change based on the selected type.

4. Click Add Default.

The Add Trigger Rule dialog box opens with the Precondition tab selected.

Note: The rule name is <default> and it cannot be changed.

5. Optionally select a Passes filter. You may want to select a filter if the project contains a large number of items.

Click Create Filter to create a filter. See Adding filters.

6. Select Apply this rule to items imported from a text or XML file to run the trigger when items are imported into the project from a text or XML file.

7. Click the Trigger When tab to specify when the trigger runs.

8. Select the activity that causes the trigger to run.

9. Click the Actions tab to select the actions to perform when the trigger runs.

You can add the following actions: enter event, modify, prevent, and run executable.

Note: You can only configure one action of each type per rule. For example, you cannot add two Prevent actions to one trigger.

10. Click OK.

The default trigger is added.

 

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