This example describes how to build a rule for assigning
reviewers to a project request.
About this task
Assume the following scenario.
- You are setting up a project template to use when your organization
creates print advertising campaigns.
- The project includes a custom attribute that is named Region that
specifies the region for a project. The regions are named NA (North
America), APAC (Asia-Pacific), and EURO (Europe).
- You want different creative teams to review project requests by
the region that the project is in.
- The project template Project Roles tab includes Project Manager
as one of the Project Request Recipient roles.
Your rule controls which team member reviews project requests
by region, and the requester cannot add other reviewers.
Procedure
- Edit the project template and click its Request tab.
- In the Setup Recipients section, clear the Request
owner can add and/or delete recipients box.
- Click Add Recipient Step.
A new row is added in the Setup Recipients section.
- From the Recipient Role list, select Project
Manager.
- From the Recipient Assignment list,
select Rule Driven.
- Click Build Rule ().
- In the Rule Builder dialog, do the following
for each of the three regions:
- From the Select an Attribute list,
select Region.
- From the operator list, select =.
- Type the region name (NA, APAC, or EURO) in the value
field.
- Click Add.
- From the THEN assign the following resource
list, select a region-appropriate team.
- Click Save Compound Condition.
The if-then statement displays in the Compound
Conditions box.
- After you build a condition for each of the regions, select
a Default Resource to receive the request if
none of the conditions is met.
- To see your rules as a complete if-then-else statement,
and to verify that the logic is correct, click Preview.
You can also print the rule.
- Click Save and Finish.
The Rule Builder dialog closes and you return to the
Request tab.
- Complete the other fields for the recipient role. See Request tab fields.