Example: building a template request rule
This example describes how to build a rule for assigning reviewers to a project request.
Assume the following scenario.
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You are setting up a project template to use when your organization creates print advertising campaigns.
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The project includes a custom attribute named Region that specifies the region for a project. The regions are named NA (North America), APAC (Asia-Pacific), and EURO (Europe).
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You want different creative teams to review project requests by the region that the project is located in.
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The project template Project Roles tab includes Project Manager as one of the Project Request Recipient roles.
Your rule controls which team member reviews project requests by region, and the requester cannot add other reviewers.
1.
Edit the project template and click its Request tab.
2.
In the Setup Recipients section, clear the Request owner can add and/or delete recipients box.
3.
Click Add Recipient Step.
A new row is added in the Setup Recipients section.
4.
From the Recipient Role list, select Project Manager.
5.
From the Recipient Assignment list, select Rule Driven.
6.
Click Build Rule ("if" over lines image).
The Rule Builder dialog opens. See Rule Builder dialog.
7.
In the Rule Builder dialog, do the following for each of the three regions:
a.
From the Select an Attribute list, select Region.
b.
From the operator list, select =.
c.
Type the region name (NA, APAC, or EURO) in the value field.
d.
Click Add.
e.
From the THEN assign the following resource list, select a region-appropriate team.
f.
Click Save Compound Condition.
The if-then statement displays in the Compound Conditions box.
8.
After you build a condition for each of the regions, select a Default Resource to receive the request if none of the conditions is met.
9.
To see your rules as a complete if-then-else statement, and to verify that the logic is correct, click Preview. You can also print the rule.
10.
Click Save and Finish.
The Rule Builder dialog closes and you return to the Request tab.
11.
Complete the other fields for the recipient role. See Request tab fields.
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