CM Rules Section for Items

The CM Rules section of the content pane for items displays details for the Change Management rules for the selected item type. It consists of:

• A Toolbar containing buttons to perform the following functions:

  Button	Function
  	Allows you to edit the CM Rules for the selected item type using the Edit CM Rules dialog box.

• Details for the item type selected in the navigation pane consisting of:

  Field	Description
  CM Rules Enabled?	Whether CM Rules are enabled for this item type.
  Require Request for new Item	If this option is set, a new item of this type can be created only when in response to a valid request.
  Require Request when check out at or beyond this state	The first lifecycle state at which a request is mandatory for checking out a new revision of the item.
  Require Request when action at or beyond this state	The first lifecycle state at which a request is mandatory for the item to progress by way of actioning.
  Require that item must be at or beyond this state before permit closing of associated request	The minimum state an item must reach before requests related to it as IN RESPONSE TO can be closed.
  Lifecycle:	A diagram of the normal states of the lifecycle associated with the item type.

Related Topics

What are Change Management Rules?

Object Types Content Pane