Rules can be used to achieve dynamic behavior on the request form itself, independent of workflow actions. Table 5-6. Effects of rule events lists the rule events you can specify for any request type rule (simple or advanced), along with descriptions of how each is processed and how it affects field behavior on the request detail page.
Caution: All of these rule events are applied dynamically in the request detail page. For other interfaces in which requests are updated (Quick Edit page, Mass Update page, Web service APIs to create or update requests), the rules are not processed dynamically as these events occur. Rather, they are processed when requests are saved. Any field that is configured to be required as a result of any of these rules will ultimately be required when the request is saved, and if such a field does not have a value, then the user sees a message indicating that the request(s) could not be saved.
Note: PPM does not support the use of special commands to trigger rules.
When a user clicks either Save Progress or Continue Workflow Action on the look-ahead page, only "Apply before save" rules are triggered. This is because when the user clicks the workflow "action" button on the Request Details page before going to the look-ahead page, PPM has executed "Apply before transition" rules.
Once a rule is triggered, any dependencies defined for the rule (in the Dependencies section of the Rules window) must be met before the rule is executed. A simple default rule has a limited set of dependencies available, but an advanced rule can have dependencies set up to run the rule under very specific circumstances based on the current values of any fields in the request.
Note: Rule dependency is not supported if the dependency field is using the
() pattern to present negative numbers. For example, using
(1000) to represent
Considering the fact that Auto Complete List and/or Drop Down List values can be localized, which may then cause consistency issue for the dependencies, we recommend you to match Text Field code to the code of Auto Complete List or Drop Down List when you set up request type field dependencies.
It is possible to configure conflicting rules on different events. In this case, "Apply before save" or "Apply before transition" rules are applied last. These rules take precedence if there is a rules conflict.
For example, consider a request type that has an "Apply on page load" rule that makes the Priority field required, and an "Apply before save" rule that makes the Priority field optional. When the user saves the request, the Priority field is option because the "Apply before save" rule takes precedence.