This Business rule will automatically update, move or send an email notification when a time-related rule is evaluated as true. A typical example would be to send a notification email one day before a deadline of a task or to move a card to a specific column when its start date is approaching.
How to set up the rule?
Only users with "Account Owners" or "Manage Business Rules" privileges can create business rules.
Go to your Administration panel at the top right of your screen. Open the Business Rules tab -> select the Time-based rule tab.
Note: In case 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 "Time-based rule" configuration panel has the following fields and properties:
In the Name and Description fields, you can change the name of the rule and describe the scenario you will achieve with it. 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 Workspace 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 - Here you define the time-based condition which will trigger the action.
Click on Deadline -> select one time-related card field -> click on change.
Set the condition by choosing an option from the dropdown and entering a value in the days field.
2. And - Here you define the filters, which specify the conditions under which the actions should be triggered.
- When users create a new rule, the Board filter will be applied by default. This means that the rule will be executed only for the boards you specify in the filter. If you remove the board property and enable the rule, it will be executed for the entire account. You can use "or" to add extra boards and optimize the scope of the rule. Use the minus sign to remove the board.
- 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 - Select an action to be triggered.
Click on Add new action under the type of action you wish to be triggered -> select your preferred action if there are several options -> click on Add -> choose the value from the dropdown or click on Not set to configure it. You can add more than one action from one type by repeatedly clicking on Add new action and configuring it.
The following actions can be triggered:
1) Update the card details: The following card details can be updated
Select a regular field or a custom field that you have created and added to the corresponding boards in your Workspaces- > click on Add. Choose the value from the dropdown or click on Not set to configure the action.
Practical tip: When the cycle time of a card on board "X" is greater than "Y" days -> change the color of the card to red.
2) Send notifications: the system will notify a user of your choice when the time-based condition is fulfilled. Create a template for the notification, which is to be sent and click on Save Message.
- For the To:/Cc: field -> use the "add internal users" dropdown which opens a list of all users in your account including: Self, Assignee, Watchers, Contributors, Reporter. Select and add the user/s you wish to be notified. The "add custom field" option is used in the following case: if you have a custom field with an email address and the created card contains this custom field, the notification will be sent to this email address.
- The subject of the notification email contains by default: the title of the executed rule, column name, board name, card ID. You can modify the title by clicking on "add card fields" and select your preferred field/s or you can remove all fields and write a custom title.
- Email body: you can either keep the predefined text or modify it by deleting and creating new text.
Practical tip: When the cycle time of a card on board "X" is greater than "Y" days -> the system will automatically send an email notifying a user (e.g a Workspace Manager).
3) Move the card: choose where to move the card. Select a board from the dropdown and a position from the board minimap (you can select a cell or an entire column/swimlane by clicking on its name).
Practical tip: When the deadline of a card on board "X" is in 1 day -> move the card to the "Follow up" column on the same board.
How to Enable the rule?
To enable the rule after configuring it -> 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: The time-based rule is executed every hour and if the time-based condition is fulfilled, the configured action is triggered.
Read more to find out how you can use the "Time-based rule" for "Email Tracking" on the Kanban Board.