dspTrack

Register Work List Event Rules for a Work List Item

On the Work List Setup page, Work List Items and Plan Tasks display. A Work List Event Rule can be added to a Work List Item using the Rules icon on this page.

Work List Event Rules can also be registered at the plan level,  Plan Task level or tag level.

Refer to Register Work List Event Rules for more information about viewing and editing all rules from one page, and about parameters that can be used in Work List Event Rules.

A Work List Event Rule cannot be added to a Plan Task using this page. If a user selects Rules for a Plan Task on the Work List Setup page, the Work List Event Rule – Work List Setup – Plan Task page displays. This page is read only and displays information about Work List Event Rules for Plan Tasks, which can only be added on the Work List Event Rule – Plan Task page (Project > Plans > Tasks> Rules)

To add a Work List Event Rule to a Work List Item:

  1. Select Configuration > Work List in the Navigation pane.

  2. Click Rules for an item.

    NOTE: If no rules exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Work List Event Rule - Work List Setup page

  3. Enter a value in the PRIORITY field.

    NOTE: The rule runs in this order if multiple rules are assigned to the Work List Item.

  4. Select the data source that contains the rule from the DATA SOURCE ID list box.

    NOTE: These options are data sources registered in Common. Refer to Register a Data Source in Common for more information.

  5. Select the rule in the RULE list box.

  6. Select the event that triggers the rule to run in the WORK LIST EVENT ID list box.

    NOTE: Values are:

    • Finish – The rule runs when a user completes the Work List Item. To complete the Work List Item, on the Work List, click Next Action when the item’s status is In Progress.
    • Start – The rule runs when a user starts work on the Work List Item. To start work, on the Work List, click Next Action when the item’s status is Ready.

  7. Click the ACTIVE check box to disable it, if necessary.

    NOTE: If a rule is inactive, the rule does not run.

  8. Enter a comment about the rule in COMMENT field.
  9. Click Save.

The rule will run for the Work List Item depending on the option selected in the WORK LIST EVENT ID list box.