CM Rules Section for Items

The CM Rules section of the content pane for items displays details for the Change Management rules for the selected item type. It consists of:

- A Toolbar containing buttons to perform the following functions:

  Button | Function
  | Allows you to edit the CM Rules for the selected item type using the Edit CM Rules dialog box.

- Details for the item type selected in the navigation pane consisting of:

  Field | Description
  CM Rules Enabled? | Whether CM Rules are enabled for this item type.
  Require Request for new Item | If this option is set, a new item of this type can be created only when in response to a valid request.
  Require Request when check out at or beyond this state | The first lifecycle state at which a request is mandatory for checking out a new revision of the item.
  Require Request when action at or beyond this state | The first lifecycle state at which a request is mandatory for the item to progress by way of actioning.
  Require that item must be at or beyond this state before permit closing of associated request | The minimum state an item must reach before requests related to it as IN RESPONSE TO can be closed.
  Lifecycle: | A diagram of the normal states of the lifecycle associated with the item type.

Related Topics

What are Change Management Rules?

Object Types Content Pane