OVERVIEW
The Mandatory Field Rules in Orcanos ALM enables you to define mandatory rules for the work items
Under “Admin > New Project Defaults > Mandatory Field Rule,” you can set the default mandatory field rule for each work item. Changes made here won’t impact existing projects but are applied as the default rule for new projects. To apply these rules to existing projects, you can utilize the Import/Export utility to import the default mandatory rules.
HOW IT WORKS
When a user creates any new work item, the default Mandatory Field Rules are taken from the defined Project’s Mandatory Field Rules.
There are two places where you can define the work item Mandatory Field Rules:
- Admin > New Project Defaults>Mandatory Field Rule: Specify the Mandatory Field Rule of selected work item whenever you create a new project.
- Admin >Projects & Solutions >Projects/Solution > Mandatory Field Rules Tab: Overwrite the system definition with a existing project with specific definition.
DEFINING A MANDATORY FIELD RULE
In order to define a mandatory field rule user has to follow below simple steps
- Select the Mandatory Field Rule from New Project Defaults under Admin.
- Mandatory Field Rule Page gets displayed with the last saved work item type.
- Click Add Icon opens the Manage Mandatory Field Rule pop-up. Work Item should be auto selected. By default, work item selected should be same as work item type selected on Mandatory Field Rule Page
System now allows user to define multiple rules for same field and same work Item.
For Ex:
Rule 1 – The value Approved for Work is invalid for Status field in Action Item work item
Rule 2 – The value Done is invalid for Status field in Action Item work item
- Field : Select the Field for which the mandatory Field rule needs to be defined
- Invalid Value: Select the Invalid Value for the selected field from the Invalid value selection list.
When user add/edit the Work Item which does not satisfy the mandatory field rule, then add/edit action cannot be completed.
The Message in RED color is displayed beside the Field in the Work Item Form
- Extended Condition: Allows to have the 2 fields dependent on each other
Example:
- Work Item – Action Item
- Field – Assigned To
- Invalid Value – [Empty]
Extend Condition – checkbox checked
- Dependent Field – Status
- Equal to Value – Approved for Work
- Description Value: The value [Empty] for Assigned To field in Action Item work item is invalid when the value Approved for Work in Status field.