This Busines rule will automatically move a parent card to a specified position when any of its children cards is moved to a predefined set of columns/swimlanes. A typical example would be to move a parent card to "In Progress" when any of its children are moved to "In Progress".
This rule is very useful for tracking bigger projects and is suitable for the Portfolio Kanban management scenario.
How to set up the rule?
Go to your Administration panel at the top right side of your screen -> open the Business Rules tab -> select the "Child card is moved" rule.
Note: In case that there is a set of defined rules to your account -> use the Add new rule button at the upper right side of the panel.
The "Child card is moved" configuration panel has the following fields and properties:
In the Name and Description fields, you can define the name of the rule and give a description of its behavior. This way you can create an overview of your active business rules, as upon creation every automation is present in the Business Rules panel.
You can share the rule with other users (e.g. with a Project Manager of a board), if appropriate. In this case, they will be able to edit/disable/enable the rule.
The Business Rules are a sort of "point-and-click" programming language with which you can automate any process.
Each Business rule has three main properties: When; And; Then.
1. WHEN - this is the event which will trigger an action when it occurs (i.e. a child card is moved).
2. AND - here you define the filters, which specify the conditions under which the actions should be triggered.
- Position: the filter position is mandatory for this business rule. There are two options: position is/is not - select one of the options from the dropdown. Click on Not Set to select a board from the dropdown and a position (you can select a cell or an entire column by clicking on the column's name) from the board minimap.
Click on "or" to add extra positions and optimize the scope of the rule. Use the minus sign to remove a position.
- Click on the Add new property button to add extra filters, if necessary. Select a Regular field or/and a Custom field -> click on Add.
For all time-related fields, you can select the following units: Days, Hours, Minutes, Seconds.
When you have added the filter, set it up by clicking on Not set or enter a value.
Note: You can add as many filters as you wish by clicking on Add new property and repeating the steps.
3. THEN - Define the position where the parent card is to be moved.
Click on Add Action -> click on Choose where to move -> select the board and position (you can select a cell or an entire column by clicking on the column's name) from the board minimap.
How to Enable the rule?
To enable the rule -> click on the green check mark at the top right corner of the configuration panel. Click on the red x-sign to cancel the creation of the rule.
Note: Only users with administrator privileges can create business rules. Read more about parent/child links and how to create them.