Creating Deliverable and Activity Condition Rules

Deliverable and activity conditions are comprised of metric-driven rules that Process Designers create and assign to deliverables and activities. Condition rules have an assigned value that the metric must equal in order to show the deliverable or activity to which the rule is assigned.

Condition rules are applied as follows:

If "MetricName" = Value, the deliverable/activity is shown.

If "MetricName" ≠ Value, the deliverable/activity is hidden.

For additional information regarding how condition rules propagate to project deliverable and activities, see How Conditioned Deliverables and Activities Display in Projects.

To create a rule for deliverable and activity conditions:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Click the Conditions tab.

The current list of condition rules is displayed in the Conditional Rules column, and any deliverables and activities with applied rules display in a tree structure in the main panel.

3. Click to add a rule and complete the rule details.
   
   Required fields display with red text and an asterisk * if the field is empty.

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the rule. Sopheon recommends using a rule name that clearly indicates the rule's purpose. Once created, a conditional rule may be applied to restrict visibility to one or more deliverables, activities, and/or project page layouts that are included in a process model's configuration. Example For example, creating a conditional rule with the name "Market=International" that indicates the metric and required value for the rule allows one rule to control multiple configuration components that are used or displayed only for projects created for this market.
System Name	Enter a unique, shorter name that identifies the rule in queries, reporting views, field codes, and other places in Accolade. The name must be unique among condition rules and can contain only letters (English alphabet), numbers, and the underscore.
Metric	Click to select the metric that defines the rule. In the Metric Select dialog, choose the metric category and search for the appropriate metric. Once selected, click Done to add the metric. Note that string and list metrics are the only metric data types allowed. Calculated metrics can be used to create complex rules that incorporate other metric data types. The calculated metric, however, must still return a string or list value.
Condition Value	Enter a value the selected metric must equal in order to show the deliverable or activity. The conditional value is not case sensitive to the metric value set.

4. Click Done to add the rule.

The condition rule is added to the Conditional Rules column and displays with the system name and metric conditional value listed underneath.

5. Continue creating additional rules or start assigning conditions to deliverables and activities as necessary.

Notes:    The metric referenced by the condition rule must be associated with the process model and must contain a value in order for the conditions to apply to the project. If the project metric value is empty or null, project pages will default to show in all open projects. To delete a rule, click next to the rule in the list on the left. Deleting the rule also clears its associations to deliverables, activities, or other components and thus shows the deliverables and activities in projects. To edit a rule, click to display the rule details, make the necessary changes, and click Done. It is best practice to not edit condition rules once they are assigned. If a rule is no longer in use or valuable, delete the rule. Understand that any changes to a rule definition after it is assigned will trigger recalculations across projects and show/hide information accordingly.