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Adding triggers

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.

The Add Trigger Rule dialog box opens with the Precondition tab selected. A trigger summary that changes as you configure the trigger is displayed in the Summary field.

5. Enter a Rule name.

6. 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.

Note: Triggers that perform an action when an item is created do not run if the selected filter contains restrictions on the Number field because numbers are not assigned until items are saved.

7. 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.

8. Click the Trigger When tab to specify when the trigger runs. See About triggers.

Select Before save to perform actions before items are saved in the project database. Select Do not process additional rules if this rule passes if you do not want to pass subsequent rules if this rule passes.
Select After save to perform actions after the item is saved in the project database.
Select the activity that causes the trigger to run. If triggers are configured to run when an item is created, they also run when items are duplicated.

Note: Triggers do not run if you choose to copy requirements to duplicated requirement documents.

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

You can add the following actions for before save triggers: enter event, modify, prevent, create snapshot, and run executable. You can add the following actions for after save triggers: run executable, add to folder, remove from folder, and create snapshot (requirement document triggers only).

Click Add to add an action. See Adding automation rule actions.
Select an action and click Edit to change it. See Editing automation rule actions.
Select an action and click Delete to delete it. See Deleting automation rule actions.

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 trigger is added.

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