OVERVIEW
Advanced Automation Rules enable users to automatically transfer the data between two work items based on custom fields mapped. This streamlines the data transfer and greatly enhances the connection between the selected work items.
STEPS TO CREATE ADVANCE AUTOMATION RULES
- Select the Advance Automation Rules from Alerts (Scheduled Emails), Notifications and Task Automation section
- Click on Add Icon
- Select Mandatory Field Values
- Project: Choose the project for which you want to configure the automation rules.
- Work Item: Select the relevant work item for which the automation rule should apply. This can be the same work item as in the work item list automation or a different one.
- First Field: Choose the field that was created using the Automation Reference Table, which was previously defined in the work item list automation and added to the field layout.
Text Combo Box Field types based on Work Item list automation reference table should be listed here
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- Create Trace: By default, the Create Trace checkbox will be selected. Uncheck this option if you do not wish to create a trace for the automation.
- Source or Target: Select the appropriate option (Source or Target) by clicking the corresponding radio button.
- Link Type: Choose the desired Link Type from the available options in the dropdown menu.
- Fields: In the Source/Target dropdown, pick the fields you want to transfer data for.
- Appy Source checkbox: If the Checkbox is checked the updates done on the source item will be reflected in the target item, if the checkbox is unchecked the updates are not reflected.