New Feature: Dynamic Rules for Conditional Statuses

A new dynamic rule type lets one rule show a different status for each record, based on criteria you set.

What's new

• Dynamic rule type: Select "Dynamic" under rule type on the rule building page.

• Stages: Each stage pairs a status with logic. Every record the rule captures is evaluated against the stages, and shows the status of the one it matches.

• Violation age: Use how long a record has been on a board, or in violation of the rule, as criteria.

• Fallback status: Records that match no stage get a catch-all status, such as Error.

Benefits

• One rule can show Error, Warning, Info, Positive, or Custom statuses instead of a single status.

• Escalate records automatically the longer they stay in violation.

• Fewer duplicate rules to build and maintain.

Use case

Set a stage where violation age is 10 days or more to show Error. Set the fallback to Warning. Records in violation for fewer than 10 days show Warning, and older ones show Error.