Issue Layout Rules

Issue Layout Rules

An issue layout rule allows you to perform an action dynamically when a specified condition is met.
Quote
You can these rules to customise your issue layout creation and updation form to suit different project needs.

Benefits

  1. Optimize your issue forms by viewing fields based on matching condition.
  2. Mandate specific fields based on value in another field.
  3. Create a customized flow using dependent layout rules. View a related drop-down based on the selection in a pick list.
Info
Feature Availability: Enterprise Plan

Layout Rule Types

  1. Conditional Layout Rule - This rule allows you to change the properties of a field based on certain conditions. This type of rule can be executed when an issue is created or updated.
    1.  For instance, if a user wants to set the due date for all the critical issues, they can create a conditional rule by setting a condition where Severity is marked "Critical". Once the condition is created, they can choose Set mandatory field action to add the due date for the issue. 
  2. Dependent Layout Rule - This rule allows you to view specific field values based on a value selected in another field. User can set this type of rule to display only the relevant fields in an issue form.
    1. For instance, if a user wants to fetch the browser details for all UI-related issues, they can set the categorise the issues by setting a primary field and get the details about the browser in the secondary field. 

Create Layout Rule

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Issues > Layout Rules.
  3. Click New Layout Rule in the upper right corner.
  4. Enter the Rule Name, Description, and choose an existing Layout. If there are not any created layouts, the system will only list the default layout in the drop-down.
  5. Select the Rule Type and create a rule.
    1. Conditional Layout Rule: Use the conditional layout rule to change the property of a custom field.
    2. Dependent Layout Rule: Use the dependent layout rule to change the value of the custom picklist fields.
  6. If you have selected Conditional, choose the trigger to Execute On; Choose a condition to initiate Rule. If you have selected Dependent, choose the Primary Field and the Dependent.
  7. Click Save.
Notes
If the Rule Type is Conditional and the condition field is set to 'Is updated,' you can only add 'Set Mandatory Field' as an action.

Notes
If multiple conditions are set, the first matching condition and its corresponding actions will be executed. The subsequent conditions will not be checked.

Edit Layout Rule

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Issues > Layout Rules tab.
  3. Hover over a layout rule and click    to view options.
  4. Click Edit.
  5. Modify layout rule information.
  6. Click Save.

Delete Layout Rule

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields >Issues  > Layout Rules tab.
  3. Hover over a layout rule and click   to view options.
  4. Click Delete.
  5. Confirm your action.

Layout Rule Actions

Once a condition is created, the user can add actions like showing fields, showing sections, or enabling/disabling mandatory fields.

Show fields

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields >Issues  > Layout Rules tab.
  3. Click on the rule which you would like to add action.
  4. Click Add action and select Show fields.
  5. Select the fields you would like to display.
  6. Click Save.

Show sections

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields >Issues  > Layout Rules tab.
  3. Click on the rule which you would like to add action.
  4. Click Add action and select Show sections.
  5. Select the sections you would like to display.
  6. Click Save.

Notes
The default section will not be displayed under "Show sections".

Set mandatory fields

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields >Issues > Layout Rules tab.
  3. Click on the rule which you would like to add action.
  4. Click Add action and select Set Mandatory Fields.
  5. Select the fields which you would like to set as mandatory.
  6. Check the Clear the current value and prompt for a new value when triggered checkbox if you want to prompt for new values for the mandatory fields.
  7. Click Save.
Quote
The Clear the current value and prompt for a new value when triggered checkbox will be only available when the condition field is set to 'Is updated'.

Remove mandatory field

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Issues > Layout Rules tab.
  3. Click on the rule which you would like to add action.
  4. Click Add action and select Remove Mandatory Field.
  5. Select the mandatory fields which you would like to remove.
  6. Click Save.

Disable field

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Issues > Layout Rules tab.
  3. Click on the rule for which you would like to add action.
  4. Click Add action and select Disable Field.
  5. Select the fields which you would like to disable.
  6. Click Save.
Notes

If a field is set as mandatory, it cannot be disabled.
Info

Limitations:

  1. A layout rule can have a maximum of 35 conditions
  2. Users can add upto 200 conditions per layout.
  3. There is no restriction on the number of rules that can be associated with a single layout, however, the above restrictions must be satisfied.

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