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Copy file name to clipboardExpand all lines: docs/organizations/settings/includes/automatic-update-project.md
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@@ -9,4 +9,4 @@ ms.date: 05/31/2024
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> [!NOTE]
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> When you customize an inherited process, any projects using that process automatically reflect the customizations. To ensure a smooth transition, we recommend creating a test process and project, which allows you to test your customizations before you implement them organization-wide. For more information, see [Create and manage inherited processes](../work/manage-process.md).
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> When you customize an inherited process, any projects that use the process automatically reflect the customizations. To ensure a smooth transition, we recommend that you create a test process and project to test your customizations before you implement them organization-wide. For more information, see [Create and manage inherited processes](../work/manage-process.md).
Custom rules provide support for a number of business use cases, allowing you to go beyond setting a default value for a field or make it required. Rules allow you to clear the value of a field, copy a value into a field, and apply values based on dependencies between different fields' values.
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Custom rules provide support for several business use cases. You can go beyond setting a default value for a field or make it required. Rules allow you to clear the value of a field, copy a value into a field, and apply values based on dependencies between different fields' values.
With a custom rule, you can define a number of actions based on specific conditions. For example, you can apply a rule to support these types of scenarios:
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With a custom rule, you can define actions based on specific conditions. For example, you can apply a rule to support these types of scenarios:
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- When a value is defined for Priority, then make Risk a required field
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- When a change is made to the value of Release, then clear the value of "Milestone"
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- When a change was made to the value of Remaining Work, then make Completed Work a required field
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- When the value of Approved is True, then make Approved By a required field
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- When a value is defined for Priority, make Risk a required field
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- When a change is made to the value of Release, clear the value of Milestone
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- When a change was made to the value of Remaining Work, make Completed Work a required field
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- When the value of Approved is True, make Approved By a required field
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- When a user story is created, make the following fields required: Priority, Risk, and Effort
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- When current user is a member of "Project Administrators", then make Priority required
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- When current user is not a member of "Project Administrators", then hide the Priority field
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- When current user is a member of Project Administrators, make Priority required
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- When current user isn't a member of Project Administrators, hide the Priority field
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> [!NOTE]
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> You make a field required and specify a field default through the [**Options** tab for the field](customize-process-field.md#options).
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> You make a field required and specify a field default through the **Options**[tab for the field](customize-process-field.md#options).
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Prior to defining a custom rule, review [Rules and rule evaluation, Inherited process rule composition](rule-reference.md#ip-rule-composition). For examples that illustrate common scenarios for applying rules, see [Sample rule scenarios](rule-samples.md).
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Before you define a custom rule, review [Inherited process rule composition](rule-reference.md#ip-rule-composition). For examples that illustrate common scenarios for applying rules, see [Sample custom rule scenarios](rule-samples.md).
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## Prerequisites
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## Add a custom rule
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You add fields to a selected work item type.
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Add fields to a selected work item type.
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1. Select the WIT to which you want to add a rule, choose **Rules**, and then choose **New rule**.
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1. Select the work item type (WIT) to which you want to add a rule, choose **Rules**, and then choose **New rule**.
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> [!div class="mx-imgBorder"]
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> 
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:::image type="content" source="media/rules/custom-rule-create-rule.png" alt-text="Screenshot shows the My Agile Process user story with the Rules tab open ready to create a rule.":::
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If you can't fill out the New work item rule dialog, you don't have the necessary permissions to edit the process. See [Set permissions and access for work tracking, Customize an inherited process](../../../organizations/security/set-permissions-access-work-tracking.md#customize-an-inherited-process).
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If you can't fill out the New work item rule dialog, you don't have the necessary permissions to edit the process. See [Customize an inherited process](../../../organizations/security/set-permissions-access-work-tracking.md#customize-an-inherited-process).
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1. Name the rule and select the condition(s) and action(s) from the dropdown menus.
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1. Name the rule and select the conditions and actions.
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> [!TIP]
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> Specify a name that builds off the field(s) you're acting on, or the conditions you're setting.
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> Specify a name that builds off the fields you're acting on, or the conditions you're setting.
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Here we define that the **Acceptance Criteria** field is required when the **State** changes to **Active** and it is currently empty.
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This example specifies that the **Acceptance Criteria** field is required when the **State** changes to **Active** and it's currently empty.
:::image type="content" source="media/process/custom-rule-create-rule-form.png" alt-text="Screenshot shows the New work rule form where you specify the rule content.":::
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The sequence of actions you specify doesn't impact the behavior of the rule itself or its behavior with respect to other rules defined for the same WIT.
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The sequence of actions you specify doesn't affect the behavior of the rule itself or its behavior with respect to other rules defined for the same WIT.
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1.Once you've added a custom rule, open a work item and verify that the rule works as you intended.
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1.After you add a custom rule, open a work item. Verify that the rule works as you intended.
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<aid="delete-disable"> </a>
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You delete or disable the rule from the actions menu of the rule.
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:::image type="content" source="media/process/custom-rule-delete-disable-rule.png" alt-text="Screenshot shows the option to delete or disable a rule.":::
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