View and Edit All Event Rules

dspTrack™ displays all of the Event Rules for all Work List Items, plans, Plan Tasks, and tags on the Event Rules All page.

To access this page, select Configuration > Event Rules.

To edit a Work List Event Rule on this page:

  1. Select Configuration > Event > Rules - All  from the Navigation pane.

  2. Click Edit.

    View the field descriptions for the Event Rules All page

  3. Enter a value in the PRIORITY field.

    NOTE: The rule runs in this order if multiple rules are assigned to the plan, Plan Task, Work List Item or tag.

  4. Select the data source that contains the rule from the DATA SOURCE ID list box.

    NOTE: These options are data sources registered in the platform.

  5. Select the rule in the RULE list box.

  6. Select the event that triggers the rule to run in the WORK LIST EVENT ID list box.

    NOTE: Values are:

    • Finish – The rule runs when a user completes the Work List Item of Plan Task. To complete the Work List Item or Plan Task, on the Work List, click Next Action when the item’s status is In Progress.
    • Start – The rule runs when a user starts work on the Work List Item or Plan Task. To start work, on the Work List, click Next Action when the item’s status is Ready.

  7. Click the ACTIVE check box to disable it, if necessary.

    NOTE: If a rule is inactive, the rule does not run.

  8. Enter a comment about the rule in COMMENT field.

  9. Click Save.

The rule will run for the Work List Item or Plan Task depending on the option selected in the WORK LIST EVENT ID list box.