ALM: User Guide

Some automation tasks cannot be implemented using the standard system settings. For such situations you can use the capabilities of the "Script automation" module.

A script you develop can perform any logic and operations, thus implementing almost any required scenario of using the system. Scripts are developed in PHP, using the application architecture. You can find examples of data access and data manipulation in the Developer reference.

We built script automation capabilities into the following settings:

• Preconditions for transitions between states. Before a transition is performed, the system runs the script and, depending on its result, either allows the transition or does not.
• Automatic actionsthat arise on an event or on a schedule. An additional variant of an automatic action is executing a PHP script. The condition that triggers an automatic action can be described with a script, thus implementing a condition of any complexity.
• Validation of custom or system fields. When data is saved, the system runs the validation script and either allows the user to save the data or does not.
• Recurring jobs. This way you can implement a periodic request for data from an external system, transfer of data to an external system and, in general, integration between different systems.

Developing scripts requires a license for the "Script automation" module, as well as permissions that are granted in the Administration section to a separate team (group) that includes the script developers.

To audit which scenarios are executed, and to analyze the results of their execution, use the "PHP scripts" module located in the Administration section of the application.