How do you create and assign Issue Group Rules (GRC)

Phil Addison
Tera Contributor

I can create an Issue Group Rule, but cannnot get them to apply to issues. The documentation provided does not cover assigning issues to groups. Has anyone successfully done this? If so, how? 

 

Thank you

1 ACCEPTED SOLUTION

It happens with a business rule trigger on record insert/update so it isn't retroactive. Please mark my response above correct if I've answered your question. Thanks!

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Mark Stanger
Giga Sage

This is a bit convoluted, but it's controlled through the 'Item' field on the 'Issue' record.  The 'Item' referenced needs to have a 'Policy Statement' or 'Control' field (these are actually the same field but with different labels depending on the table extension) filled out.  The 'Policy Statement' needs to be associated with an 'Issue Group Rule' that you create.  Then, depending on the issue group rule, your issues should be grouped accordingly.

Mark, 

Thank you - is the grouping supposed to be retroactive? Meaning that if I already have Issues associated with an Item, will adding an issue group rule group the current issues? Asking as that isn't happening at the moment. 

 

Cheers. 

It happens with a business rule trigger on record insert/update so it isn't retroactive. Please mark my response above correct if I've answered your question. Thanks!