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title Add a custom rule to a work item type
titleSuffix Azure DevOps Services
description Add a custom rule to a work item type defined for an inherited process and project
ms.custom inherited-process
ms.service azure-devops-boards
ms.assetid 17A6AF2C-81E9-4717-971E-2621613AEB31
ms.author chcomley
author chcomley
monikerRange >= azure-devops-2019
ms.topic how-to
ms.date 06/07/2021

Add a rule to a work item type (Inheritance process)

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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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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:

  • When a value is defined for Priority, then make Risk a required field
  • When a change is made to the value of Release, then clear the value of "Milestone"
  • When a change was made to the value of Remaining Work, then make Completed Work a required field
  • When the value of Approved is True, then make Approved By a required field
  • When a user story is created, make the following fields required: Priority, Risk, and Effort
  • When current user is a member of "Project Administrators", then make Priority required
  • When current user is not a member of "Project Administrators", then hide the Priority field

Note

You make a field required and specify a field default through the Options tab for the field.

Prior to defining a custom rule, review Rules and rule evaluation, Inherited process rule composition. For examples that illustrate common scenarios for applying rules, see Sample rule scenarios.

Prerequisites

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Add a custom rule

You add fields to a selected work item type.

  1. Select the WIT to which you want to add a rule, choose Rules, and then choose New rule.

    [!div class="mx-imgBorder"]
    Process, WIT, Bug, Layout, New rule

    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.

  2. Name the rule and select the condition(s) and action(s) from the dropdown menus.

    [!TIP]
    Specify a name that builds off the field(s) you're acting on, or the conditions you're setting.

    Here we define that the Acceptance Criteria field is required when the State changes to Active and it is currently empty.

    New rule form

    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.

  3. Once you've added a custom rule, open a work item and verify that the rule works as you intended.

Delete or disable a rule

You can temporarily disable a rule or delete it altogether.

You delete or disable the rule from the actions menu of the rule.

Delete or disable a rule

Related articles

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