Add or remove workflow rules in team-managed spaces
This page is for team-managed spaces
To check whether your space is team-managed or company-managed, select More actions (•••) next to the space name in either the header or the sidebar. At the bottom of the menu that opens, your space details will be shown.
If you're in a company-managed space, check out these company-managed space articles instead.
More about the difference between company-managed and team-managed space.
Rules help you streamline your team's process by automatically updating fields when you move work items through your workflow. Workflow rules can automatically update a work item's fields, or limit the people who can use a certain transition in your workflow, and more. More on workflows in team-managed spaces
Currently, we have the following workflow rules:
Assign a work item to someone
Update a work item field
Restrict who can move a work item
Remind people to update empty fields
Check that a work item has been through a status
For each transition, you can have up to:
10 groups of Restrict transition rules, with 50 rules for each group
50 Validate details rules
50 Perform actions rules
More about each rule with examples of how you might use them
You must have the following to do the things described on this page.
Role:Administrator
Permission: Administer spaces
Add a new rule to a transition
To add a rule to a transition:
Next to your space's name in the sidebar, select More actions (•••), then Space settings, then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
From the workflow toolbar, select Rules.
Select the rule you want to add from the list, then Select.
Select the transition you want to add the rule to from the For transition dropdown.
Fill out the required information to set up your rule, and select Add.
To see the rule in action, create a test work item and move it through your workflow.
You can add up to 10 rules to each transition.
Take care when using rules to restrict who can transition a work item. If you remove the role associated with the rule, your team may have trouble moving work items through your workflow.
Edit a transition rule
To edit a rule on a transition:
Next to your space's name in the sidebar, select More actions (•••), then Space settings, then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow. The workflow editor appears.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to edit.
Make your changes and select Update.
Your newly edited rules are applied to your software space when you save and exit the workflow editor.
Delete a transition rule
To delete a rule from a transition:
Next to your space's name in the sidebar, select More actions (•••), then Space settings, then Work types.
From the sidebar, select the request type you want to edit.
Select Edit workflow.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to delete.
Select Delete rule.
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