Defining rules to copy field values for certain priorities

You can define rules that copy the contents of the one field into another when a particular value is chosen in a ticket. In the following example, the contents of one field are copied to another field when Priority is set to 5.

To define a rule to copy field values for certain priorities

  1. Open the item where you want to define the rule:
    1. Click the Administration tab.
    2. In the Workspaces section, click the name of the workspace, or click Manage to open the Workspace Administration page. Then double-click the workspace.
      The Workspace details page appears.
    3. In the left pane, click Record Definitions.
      The Items page appears.
    4. Double-click the item that you want to modify.
      The Item details page appears.
  2. In the left pane, click Business Rules.
    Icons for the rules associated with this item appear in the right pane.
  3. Click New Business Rule and select the appropriate rule type.
    The Rule Builder page appears. For detailed information about configuring different types of rules, see Types of business rules.
  4. In the Business Rule Name field, enter a descriptive name for this rule.
  5. (Optional) In the Description field, type a useful description.
  6. In the Business Rule Schedule field, accept the default of Run Any Time or select from custom schedules defined for this container.
  7. In the Triggers section, define the action or event that will trigger this rule.
  8. In the Criteria section:
    1. Click Add new condition.
    2. In the first field, select Priority.
    3. In the Condition field, select is equal to.
    4. In the Value field, enter the priority level.
    5. Click Create.
  9. In the Actions section:
    1. In the Action field, select Set field value.
    2. In the Method field, select Copy from another field.
    3. In the next field, select the destination field.
    4. In the Value field, select the source field.
    5. Click Create.
  10. Click Save.
  11. Publish the container to implement your changes:
    1. In the breadcrumb trail, click the container link.

    2. Click Save and Publish.

      A confirmation message appears.

    3. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings.

Related topics

Configuring business rules

Defining rules to copy one field to another field

Defining rules to copy specific fields from a linked item

Defining rules to copy all fields from a linked item

Managing business rules

Deleting business rules

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