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Configuring automation rules

Automation rules help you extend TestTrack’s functionality to better support your team’s process. In conjunction with TestTrack workflows, automation rules reduce the manual intervention required to keep projects running smoothly.

Based on filters, automation rules can be used to automatically enter workflow events, send email, modify fields, enforce rules, add items to and remove items from folders, and run external applications.

You can configure the following types of automation rules:

• Notification rules email users or customers based on items that pass a filter after an activity is performed on an item. For example, you can configure a rule that emails the QA team lead each time a Fixed event is entered on an issue. See Configuring system notification rules.
• Trigger rules are evaluated when the TestTrack Server receives a request to save items from TestTrack clients. If the items pass the filter and activity in the trigger rule, actions are performed on the items. Triggers can perform actions before or after items are saved in the project database. Before save triggers can prevent users from performing the activity that caused the trigger to run, enter a workflow event, modify item fields, or run a server-side executable. After save triggers can run a server-side executable, add items to or remove items from folders, or create a requirement document snapshot. For example, you can configure a trigger to automatically assign test runs to testers based on the required operating system for testing. See About triggers.
• Escalation rules are evaluated based on a schedule. Escalations can enter a workflow event, modify item fields, send email, run a server-side executable, add items to or remove items from folders, recalculate fields, or create a requirement document snapshot. For example, you can configure a rule that is evaluated every Monday morning to modify the Priority field for issues in the same state for more than seven days. See Adding escalation rules.

Note: When an automation rule passes and performs an action, a system comment is added to the Workflow tab. If an action enters an event on an item, the event is added to the Workflow tab instead of the system comment.

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens.

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

3. Click the Notifications tab to configure notifications. See Configuring system notification rules.

4. Click the Triggers tab to configure triggers. See Configuring triggers.

5. Click the Escalations tab to configure escalations. See Configuring escalation rules.

6. Click OK to save the changes.