Applying templates automatically
- Chris Cooper
- Vitor Pelizza
By creating a rule, you can assign a checklist within a work item type to a template. When you create or edit a 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).
By choosing an area, it will give you fine grained control on creating rules to apply templates onwork items based on their area or sub-areas.
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).
Select the area you want the template to be applied.
Select the template name you want to be applied.
Select read only (yes or no).
Click on the Add button to add the template rule.
Alternatively, you can click on the pencil icon to edit the template rule or on the trash bin to delete the rule.
When creating or editing a work item, the template is automatically associated to the checklist in accordance with the work item template rule just created. Bear in mind the template will be applied to the work item based on the area you have selected. Changing the area will re-apply the template to the work item. If you want the template to applied to all areas, make sure to choose “Any area" in the Area field when creating the rule.
Changing the checklist area will force the checklist to be re-applyed to match the area based on the template rules. All information will be lost. In addition to that, when selecting an area with no checklist associated, the existing checklist items won’t be automatically removed.
CAVEATS
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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