Approved actions

Each defined user role in an ALM schema has a set of approved actions that help define the work for that role. The actions that are appropriate to each role are defined in the role label as the set of ApprovedActions. This list of actions includes the actions for each record type that the role may perform.

The Project Administrator role, as a member of the ALMAdmin record, can perform all defined actions for each record type.

The ALMProject SetDefault action is included in all role ApprovedActions sets. This action allows you to create Activities without first creating a Task, after viewing a Project and clicking the SetDefault action.

The SetDefault action makes the chosen Project be the default value for any Project fields when creating a new ALM-based record. If the chosen default Project also has a Default Request, then that Request is used as the default value for the associated Request when an ALMTask record is created. If the chosen Project also has a Default Task, then that Task is used as the default value for the associated Task when an ALMActivity record is created. Once you log off, and then log back on, you must again click the Project SetDefault action.

If you click the Project SetDefault action and then click the Task CreateActivities action, then this Task is added to the newly created Activities and not the Default Task that is associated with the Project (set by the Project SetDefault Action) that is added to the Activity Tasks field.