Creating Simple Default Rules for Request Types

Simple default rules are used to automatically populate the Workflow, Assigned To, and Assigned Group fields. These fields can be populated based on the Rule Event and Dependencies fields. You can use any valid combination of these fields to specify values for the Workflow, Assigned To, or Assigned Group fields. For example, by setting the workflow and the rule event to Apply On Creation, you can set the default workflow to be used each time a request of that type is used.

Note: Workflow is the only required field for simple default rules.

To add a simple default rule to a request type:

  1. Log on to PPM.

  2. From the Open menu, click Administration > Open Workbench.

    The PPM Workbench opens.

  3. On the shortcut bar, click Demand Mgmt > Request Types.

  4. The Request Type Workbench opens.

  5. Open a request type for which you want to create a simple default rule.

  6. In the Request Type window, click the Rules tab.

  7. Click New.

    The Rules window opens in simple defaults mode.

  8. In the Rule Name box, type a name for the new rule. (Required)

  9. In the Description box, you can type a short description of the rule.

  10. To enable this rule, leave Yes selected for the Enabled? option.

  11. From the Rule Event list, select the event to trigger the rule. For a description of selectable events, see Rule Event Behavior on the Request Details Page.

  12. If the results of the new rule might trigger rules defined for the same event (same dependency) that occur later in the rules sequence, and you want to prevent that from occurring, for Stop processing other rules?, click No.

    Note: For example, if you define ten rules for the same field change event, you can specify one of them to stop processing through all subsequent rules.

  13. In the Dependencies section, you can do the following:

    1. To specify a department to which the rule is to apply, from the Requestor Department list, select the department name.

    2. To specify an application to which the rule is to apply, use the Application auto-complete to select the application.

  14. In the Results section, do the following:

    1. Use the Workflow auto-complete to select the workflow that the rule assigns to a request of this type. (This step is required.)

    2. You can use the Assigned To auto-complete to select a user for this rule to assign to the request.

    3. You can use the Assigned Group auto-complete to select a security group for rule to assign to the request.

      After you save this rule, any new request of this type that matches the combination of values specified for Requestor Department, and Application automatically updates the Workflow, Assigned To, and Assigned Group fields to contain the values you specified for those fields.

  15. To save the rule and create another rule, click Add, and then repeat step 8 through step 14. To save the new rule and close the Rules window, click OK.

    Note: If more than one rule applies for to a given request, then the system typically processes them in the order in which they are specified in the request type configuration.