dspTrack

Register Work List Event Rules for a Plan Task

Rules registered at the Plan Task level execute for the selected task.

Work List Event Rules can also be registered at the plan level, Work List Item 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.

To add a Work List Event Rule to a plan task:

  1. Select Project in the Navigation pane.
  2. Click Plans for a project.
  3. Click Tasks for a plan.

  4. Click Rules for a task.

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

    View the field descriptions for the Work List Event Rule - Plan Task page

  5. Enter a value in the PRIORITY field.

    NOTE: The rule runs in this order if multiple rules are assigned to the plan task.

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

    NOTE: The rule runs in this order if multiple rules are assigned to the plan task.These options are data sources registered in Common. Refer to Register a Data Source in Common for more information.

  7. Select the rule in the RULE list box.

  8. 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 Plan Task. To complete the Plan Task, on the Work List, click Next Action when the task’s status is In Progress.
    • Start – The rule runs when a user starts work on the Plan Task. To start work, on the Work List, click Next Action when the task’s status is Ready.

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

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

  10. Enter a comment about the rule in COMMENT field.
  11. Click Save.

The rule will run for the Plan Task depending on the option selected in the WORK LIST EVENT ID list box.