Getting Started Guide

Business Rules and Workflow for bugs

Business Rules allows you to organize the bugs more efficiently by setting criteria that match your project requirement. Business Rules are applied to bugs based on the rule list order, when there are multiple business rules. You can add, edit and deactivate a business rule.

Add a business rule

You can add as many business rules as desired for bugs.

  1. In Projects, select the required project and click Bugs. And then click Bug Settings from the displayed option.
  2. In Automation, click Business Rules. And click the Plus icon at the top right corner to add a new rule.
  3. Click Next.
  4. In Execute On tab, indicate the desired option for the rule to be executed.
  5. Click Next.
  6. In Rule Criteria tab, set the criteria as to when the rule must be executed for the bugs.


    • You can choose your criterion from the various options that are displayed. You can set criterion to view only bugs based on Modified Date, Last Closed Date, Milestone, Severity and so on.
  7. Click Next.
    •  You can delete any criteria, if required. Hover over the criteria and click the delete icon to delete.
  8.  In Action tab, set the action that must be executed for the bugs.
  9.  Click Save Rule to save the business rule.


  • You can also use Custom Fields to set business rules criteria.
  • You can now select Affected Milestone and Release Milestone to set your criteria.

Edit / Delete a business rule

If required, you can modify the business rule criteria. In Business Rules, click Edit and modify the business rule criteria as required and save. You can also click Delete to delete the business rule permanently.


Reorder business rules

You can reorder the business rules as desired. Click Business Rules, click Reorder Business rule and then drag and drop the business rules as desired. And save the new business rule order.


Deactivate business rule

You can temporarily refrain from executing a business rule instead of deleting. And later you can activate the business rule, if required. In Business Rules, click Deactivate to deactivate the business rule. You can later Activate the rule, if required.