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By creating a rule, you can assign a checklist within a work item type to a template. When you create a new work item the checklist is automatically pre-populated with the template values. If "Read-only" is checked (True), after pre-populating the checklist with the template values, users won't be able to change the checklist items (items description’s cannot be changed, items cannot be added or deleted and templates cannot be applied to the work item).

  • Go the Project Settings screen (requires admin permission).

  • Click on the tab Checklist Settings and then on Work item template rules.

  • Select the desired work item where you want the checklist template to be applied during the creating.

  • Select the field name (the field associated with the checklist - text multiple lines) and the template name and click on Add to create a new template rule.

  • You can click on the pencil icon to edit the template rule or on the rubbish bin to delete the rule.

  • When creating a new work item, the template is automatically associated to the checklist in accordance with the work item template rule.

CAVEAT

  • Bear in mind that the template is associated with the checklist ONLY when the create work item screen is opened.

  • With this caveat in mind, work items created in-line (as in the examples below) won’t have the template applied to the checklist until the work item screen is opened for editing.


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