OVERVIEW
Work Item List Automation allows users to automatically generate a list of work items and select these values in other locations. This simplifies the selection process and significantly reduces the likelihood of errors.
STEPS TO CREATE WORK ITEM LIST AUTOMATION
- Select the Work Items List Automation 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 list items.
- Work Item: Select the item for which the list needs to be created.
- First Field: Select a unique field value, such as Key or Name.
- Second Field (Optional): Choose an additional field to complement the first value, providing extra information.
Checkbox Options:
- Active (Checked by default): Ensures that the items added after this rule appear in the reference table.
- Get Existing Data: Includes all pre-existing items along with new ones in the reference table
After creating this rule, a reference table is automatically generated under Admin > System Customization > System Tables.
To utilize this table, the user can create a multi-select custom field or a combo box field in the Fields Management section.