Access

Information

  • In the Process Rules module, rules are defined which can then be assigned to individual process steps in the Process Model Templates module.
  • In the Process Model Templates module, you can define with the help of the process rules whether a check is to be done or a process action is to be carried out for a process step.

Module Variants

  • Project object type
    • Only the process rules for projects are displayed.
  • Request object type
    • Only the process rules for requests are displayed.

Create Process Rules

Procedure

  • Right-click on an already existing process rule.
  • Select Insert → Process Rules from the context menu.
  • A blank record is inserted.
  • Enter the process rule name in the field of the same name.
  • Rule type, Class, Object type fields.
    • These fields are mandatory data fields. As long as they have not been filled, saving in the module is not possible.
  • Define the required rule in the Rule field.
    • If Class = "Python" is selected, a template will automatically be pasted to the Rule field in accordance with the selection made in the Rule type field and can subsequently be edited.
    • If the rule is written in Python you can switch to the window for macro editing via the Open Python macro editing button in which the rule can be defined. The button can be found next to the Rule field.
  • Save.