The Business Rules are rules of automation that you can set up to trigger actions (create, update, move, send notifications, invoke web service) when certain events occur. They are working on the "If this then that" principle.
The Business rules can be divided into five groups:
1. Rule execution triggered by "special events"
As a "special event" can be considered an action such as card creation or blocking/unblocking of cards.
The Business rules triggered by special events are as follows:
2. Rule execution triggered by card movement
In this group comes the business rules that trigger an action when a card is moved to a different position:
When a card is moved to a different position, an action will be triggered (create card or subtasks, update the card details, etc.).
- Card is moved
- Child card is moved
- All children are moved
- Mirror card is moved
- Relative card is moved
3. Rule execution triggered by card update
When a card property is changed (e.g. priority, color, etc.), an action will be triggered (create cards or subtasks, move the updated card; send a notification, etc.)
4. Rule execution is time-based
With this business rules, you can set up a time-related rule (e.g. "when the deadline of a card is in 1 day"). This rule allows to set up a schedule and automatically create/update cards at a given time.
The Business rules in this group are as follows:
- Time-based rule(deadline is in "x" days or the cycle time is greater than "x" days, etc.)
- Recurring create cards (every day, every workday, every week/month, etc.)
- Recurring update cards (every day, every workday, every week/month, etc.)
5. Rule execution is board-related
These Business rules are related to your board structure and your workflow. If you have set WIP limits for your board, you can automatically trigger an action whenever the WIP limit is reached/exceeded.