Rules (legacy documentation)

1 Creating a rule
2 Configuring a Rule
3 Shortcut for editing already existing rules

A profile can be mapped to more than one project, using the Project Mappings as previously described. If there is more than one project mapped then you can use rules to direct the emails to the correct project. If there is only one project mapped, then you will not be able to add a new rule, because the default settings will always apply.

Creating a rule

You can only access Rules have more than one Project Mapping item.

Navigate to your Profile Configuration via Profile > Project Mappings > A Project Mapping Item > Configure (Cog Icon). by clicking on Rules on the right of your screen, then click on Create to add a new rule

This will bring up a create box similar to the following

Syntax help for using regexes are described on this page. A more in depth guide on how to create Project Mapping Rules can be found here: Use Project Mappings | Scenario 2: Adding a Rule Driven Project Mapping.

After you have filled in the fields, click on Submit to save your changes.

Configuring a Rule

Rule Configuration allows specific rules to drive parameters and configurations, such as Issue Parameters (.i.e. Issue Type , Priority etc…) or even configure other features with specific set configurations' to the matched Rule Item such as Pre-Processing, HTML Format, Field Processors, Attachment Configuration, User Configuration. A full Summary of each configurable action is listed on Summary panel.

To navigate to the Rule Configuration find the rule you want to configure via Profile > Project Mappings > A Project Mapping Item > Configure (Cog Icon) > Rules > A Rule Item > Cofigure (Cog Icon).

You will first find yourself at the Rule Page. On this page you can edit the Rule items match condition/trigger via the Edit Button.

You can navigate to the summary page to review all configurations currently set on the rule. To edit each configuration click on the related configurations edit button (pen icon) as shown below (note only a few of the possible edit buttons are highlighted below scroll down the Summary Page for for more):

Or you can go to each configurations' dedicated panel via the navigation list on the left, as shown below:

Shortcut for editing already existing rules

You can quickly select an existing rule to edit via Profile > Project Mappings > A Project Mapping Item > Rule Column > Rule Item > Edit Icon (Pen Icon) which will take you the Rule Configuration more info in heading: Rules (legacy documentation) | Configuring a Rule. As shown below: