Business Rules | Online help | Zoho Projects

Business Rules and Workflow for Issues

Business Rules allows you to organize the bugs more efficiently by setting criteria that match your project requirement. Business Rules are applied to bugs based on the rule list order, when there are multiple business rules. You can add, edit and deactivate a business rule.

Add a Business Rule

You can add as many business rules as desired for issues.

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Issue Tracker > Business Rule.
  3. Click Add Rule.
  4. Enter Name and select the trigger for the rule to Execute On.
  5. Click Next.
  6. Choose the Criteria based on the trigger and click Next.
    • Click    to add a criteria.
    • Multiple criteria can be added. Criteria for execution can be managed using AND and OR expressions.
    • AND: All criteria must be true for executing the business rule.
    • OR: Either one of the criteria must be true.
    • Criteria Pattern can be edited to get the desired result.
    • Check the Execute the next business rule box if you want to execute the next business rule in the Business Rule list view.
  7. Select the field and enter the values to update when the business rule is triggered in the Actions tab.
    1. Setup webhooks to call them when the rule is triggered.
    2. Setup custom functions to be executed when the rule is triggered.
    3. Update support tickets in Zoho Desk (requires integration with Zoho Desk)
  8. Click Save Rule.

  • You can also set criteria for business rules with Custom Fields, Affected Milestone, and Release Milestone

Edit Business Rule

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate Issue Tracker > Business Rules.
  3. Click   and select Edit to modify the business rule.
  4. Click Save. 

Delete Business Rule

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to  Issue Tracker > Business Rules.
  3. Click   and select Delete.
  4. Confirm your action.

Reorder Business Rules

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Issue Tracker > Business Rules.
  3. Hover over the business rule you would like to reorder and click .
  4. Drag and swap the business rules. You can reorder them as many times as you want until you get the desired order.
  5. Click Save Order.

See Also


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now





                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Workflow Rules for Projects

                                                                                                    Workflow rules let you manage projects more efficiently by creating criteria and actions that satisfy business needs. For the Workflow Rule to function, a trigger that runs the rule and an action are required. Workflow Rules can be added, edited, and ...
                                                                                                  • Custom Functions for Issues

                                                                                                    Automate your issues workflow using Custom Functions. A custom function is a piece of code that can be used for automating a process. You can write your own function in Deluge and call it from one or more business rules. It is similar to the built-in ...
                                                                                                  • Workflow Rules for Tasks

                                                                                                    Workflow rules help you to organize the tasks more efficiently by setting criteria and actions that meet your project requirements. For the Workflow Rule to work, you need a trigger that executes the rule and an action that is carried out ...
                                                                                                  • Task Automation within Task Module

                                                                                                    Automate repetitive tasks and streamline workflows within the Tasks module without the need to navigate away from the screen.With workflow rules, you can define conditions and actions to automatically trigger specific actions based on predefined ...
                                                                                                  • Assign Issues to a Team

                                                                                                    Zoho Projects allows you to assign teams to the bugs in your project. The Associated Team field helps you to bring together bugs in your project with your teams so that you can resolve the bugs more effectively. Benefits Track work items by teams ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources