Define Import Rules
You can define import rules with specific actions and conditions. The rules define what to do with the work items if the specified conditions are met. The default rule is to import all items in the document into the current tracker:
You can modify the default rule, add more rules (+ button below the default rule), or delete an existing non-default rule (X button on the top-right corner of the rule). If you are ready to preview the rules, click Preview to see which work item will be applied for which action according to the rules and their conditions. The conditions of the several rules can be overlapped. In such case the action of the latest rule is applied to the work item.
A rule has the following sections:
• Action selector
• Work item filter selector
• Logical operator selector between the conditions (AND or OR)
• Conditions
Action Selector
Following are the available rule actions:
• Import into the current tracker—The work items will be imported into the current tracker as normal work items with no information or folder details.
• Import into the current tracker as—Imports work items into the current tracker as Information or Folder. This action appears only if the current tracker has Category field with Information or Folder meaning options.
• Ignore—Items will not be imported.
• Append to parent—If work item has a parent item, the item is not imported as an individual work item, but the Summary and Description are concatenated to its parent item. If work item has no parent, this action is omitted and is imported as an individual work item.
• Import into—You can import work items into another tracker within the current project. The available trackers (trackers with "Add new item" permission for the current user) are shown in the list. The trackers with the mandatory fields other than Summary and Description fields, are not available for selection.
Work item filter Selector
You can define where (in which work item branch or in the whole document) the rule will be applied. In the list you can find only the work items that have child items. You can also select multiple work items.
Logical Operator Selector
Two options are available:
• If all conditions are met—The rule is applied if all the conditions specified below are met (the logical operator between the conditions is AND).
• If any conditions are met—The rule is applied if any the conditions specified below are met (the logical operator between the conditions is OR).
Conditions
You can select several kinds of conditions. The condition types are the followings:
• has the following style—A style selector appears next to the condition type selector. The condition is met if the work item has one of the selected Microsoft Word styles.
• no condition—No conditions applied.
• contains/contains (case-insensitive)—The, condition is met if the summary or the description of the work item contains the entered word (case-sensitive or case-insensitive)
• does not contain/does not contain (case-insensitive)—The condition is met if the summary or the description of the work item does not contain the entered word (case-sensitive or case-insensitive).
• contains whole word/contains whole word (case-insensitive)—The condition is met if the summary or the description of the work item contains the entered word as a whole word (case-sensitive or case- insensitive).
• match regex/match regex (case-insensitive)—The condition is met if the entered regular expression matches with the summary or description of the work item (case-sensitive or case-insensitive). For more information about regular expressions, go here
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.To add more conditions to the rule, click on + Add new Condition. To remove a condition, click on the X button next to the condition.