The Runtime policies in Kanbanize are business rules which trigger actions when certain events occur. They are working on the principle: If "X" and "Y" conditions are met then do "Z".
Using the Runtime policies is an easy way to automate your processеs and implement the Portfolio Kanban management scenario - a combination of two boards: Master Board and Operations board with runtime policies in between to synchronize the data. The Master Board contains the bigger chunks of work (an initiative, project, feature) and it reflects the movement of all smaller pieces of work (e.g breakdown of a project) that are tracked on the Operations Board.
The Runtime policies are located in the Administration panel. You need to be an administrator to be able to set up the runtime policies for your account, as they could have an impact on the whole behavior of the system. When defining/editing a runtime policy, the system allows you to share them (grand access) to users (e.g Project Managers) that could modify/enable/disable them.
Typical examples for automated actions enabled via runtime policies are as follows:
- when a new card is created and the Card Assignee is "X" -> change the card color to blue.
- when a card is moved to the "Done" column and the board is "name of the board" -> send an email notification to the PM.
- when the duedate of а card is in 2 days and the board is "name of the board"-> change cards color to red and send a notification email to the card Assignee in order to take immediate actions.
In the Runtime Policies tab of your Administration panel you can view all defined policies in the account; their status: enabled/disabled; the number of created vs. active policies. You can run a quick search for a specific runtime policy by typing a word in the Filter field.
To add an extra policy ->go to the Administration Panel -> Runtime Policies -> use the "Add New policy" button to see all available policies - select a policy you want to enable.
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Note: In case that you have never set up business rules for your account, the Runtime Policies panel will display all available policies.
Each and every policy has a configuration panel with three main sections: When ; And ; Then.
This is the event which will trigger an action when it occurs. The event is the predicate which defines when a policy will be evaluated for execution. If the policy evaluation is successful, the action will be triggered.
Here you define the filters which specify the conditions under which the actions should be triggered. Depending on the policy type you will be able to specify multiple or no filters.
Here you select which actions to be triggered if the policy is successfully evaluated for execution.
In Kanbanize you can make use of the following runtime policies:
- Card is created
- Recurring create cards
- Card is updated
- Recurring update cards
- Card updated by email
- Child card is blocked
- All children are unblocked
- Card is moved
- Child card is moved
- All children are moved
- Mirror card is moved
- Relative card is moved
- Time-based policy
- Card revisions
- WIP limit is reached
- WIP limit is exceeded
- Card count
Read the dedicated articles to find out how to set the policy of your choice.