Configuration Quotas

​Clarizen's customization capabilities allow for the creation of custom fields, custom actions, data objects, workflow rules, scheduled workflow rules and validation rules.

Clarizen also allows access using API for even more customization options.

Each of these customization elements have a set limitations that can be definitive, daily, or hourly based, the limitations are also dependent on edition type and / or number of licenses as detailed in this page.

Please see below for a full list of limitations according to type including:

 

Number of Customization Elements per Edition

 

  Enterprise Unlimited
Custom Fields 150 4000*

Rollup Summary Fields

15 80

Relation Summary

10 15
Business Rules (Workflow rules, Validation rules, Scheduled) 200

400

Scheduled Business Rules

up to 50*** up to 120***
Custom Actions 100 300
Send reports via workflow rules Up to 50 a day** Up to 120 a day**
InterAct

Number of Support Mailboxes

3 3

Number of Global Mailboxes

10 10

Number of Entity Specific Mailboxes

Unlimited Unlimited

InterAct Rules

200 1000

Number of Emails for Support Mailboxes Per Day

2000

7000

Number of Emails to Global and Entity Mailboxes Per Day

1000 5000

* Up to 500 custom fields are allowed per super-class.

**Depending on the number of licenses. Click here for more information.

***Including all scheduled components (reports, dashboards, and business rules

 

Workflow Rule Action Quotas

When creating a workflow rule of all types (Custom Action, Scheduled, Standard), you can add up to 10 actions.

Each conditional action defined in a rule will count as a new rule, so that if you create a custom action with a conditional action within, 
it will count as two separate custom actions. (Meaning that each conditional action can contain up to 10 sub-actions)


To see a full list of all Actions and examples, click here


The following workflow rule actions are processed in the job server, meaning that they don't happen in real time and may take several minutes to display updated data:

  • Send Email Action
  • Send Update Request
  • Outbound Call
  • Rescheduling Action

 

 

Scheduled Workflow Rule Quotas

Scheduled workflow rules are only available for enterprise edition users.

The total number of objects that can be processed during a given hour of a rule run is 10,000.

Any additional objects that need to be processed will be done in the following hour and will continue to do so until all objects are processed.


The following objects will be excluded during a scheduled run:

Regular Objects:

  • Any deleted object
  • Disabled users/job titles/customers
  • Canceled work items
  • Objects that have not been updated in over 8 weeks

Link Objects:

  • When both of the referenced objects meet one of the above criteria

 

Notes:
  • Active users, regardless of their update status, will always be included in scheduled rule runs.
  • Workflow criteria is evaluated only once for all objects, and thereafter for newly created or modified objects. As items are evaluated according to the workflow rule, but the execution may occur at a different time, time functions may not work as expected. 
  • The evaluation criteria only checks attributes of the current object. Look at the following workflow criteria created on the Bug entity:
    $State="Opened" AND IsMemberOf("Dev", $AssignedTo)
    The workflow runs based on updates to the Bug entity, and not on the related group (linked using 'IsMemberOf'). Therefore the workflow criteria will not recognize any updates if a new user is added to the group. Only updates to the Bug attributes (for example, State) will trigger the re-evaluation of the workflow.

 

Workflow Rules on Related Quotas

Workflow rules can be run on related objects, for example, to update the state of Issues linked to a work item.

These rules can run on a maximum number of 1,500 related objects per run.

Additionally, you are only able to access items that are either directly related to the current object, or related via a link.

Examples
Access a project field that is related to an Issue via the "To be resolved in" reference to object field
Access an Issue related to a work item - this occurs via the 'Related Work' link

To view all object and link relations view the Clarizen Data Model

 

 

Additional Business Rule Quotas

If a business rule fails to run, due to an error, more than 20 times it's state will automatically be set to "failed", and will not be trigger-able any longer.

To return a rule to active, an admin user must access the rule and fix the failure issue.

 

 

 

Custom Field Quotas

Custom fields of certain types consume multiple custom fields from your organization's quota:

The data types and their allotted value are as such:

  • Duration fields count as 3 fields
  • Reference to Object fields count as 1-3 fields depending on the relation selected (Selecting a super class such as Work Items or All Issue Types, uses up 3 fields, while using a leaf class, such as Tasks or Risks, only counts as 1 field)
  • Currency fields count as 3 fields
Note:

Deleted fields still located in the Customization recycle bin are still counted against the allotted number of allowed custom fields

 

 

Quotas for Custom Fields

Quotas for custom fields are counted by the "physical fields", meaning fields that count as 3 fields (duration, currency, reference to super class) are considered 3 physical fields.

For example - if your organization has 5 fields as follows:

1 numeric field 3 text fields 1 duration

Then the total number of physical fields will be 7 fields, and will be counted against your quota as such.

 

 

 

Reports Quotas

The use of the Reports & Dashboards modules are based on several licensing limitations:

  • Social users, Time & expense users and Team members do not have access to the module itself
  • Scheduling is only available to Admin Users as it uses Scheduled Workflow rules quota

 

In addition the following table details the availability for each of our license editions.

Feature
Enterprise
Unlimited
Formula columns

15 per report

Unlimited

Highlights

3 per business question

3 per business question

Scheduled reports

1 per hour

2 per hour

Schedules Dashboards

1 per hour

2 per hour

Total scheduled components

Up to 50

Up to 120

 

 

InterAct Limitations

Organizations using InterAct have a limitation on the total number of rules allowed as such:

  • Enterprise Edition - 200 rules
  • Unlimited Edition - 1000 rules

These rules can be disbursed among all mailbox types as needed. That means that an organization can potentially have one mailbox with 50 rules within.

When creating an InterAct, you can add up to 10 actions.

Each conditional action defined in a rule will count as a new rule, so that if you create an InterAct rule with a conditional action in it, it will count as two separate InterAct rules. (Meaning that each conditional action can contain up to 10 sub-actions)

Learn more about InterAct

 

Formula Quotas

Character Count Limitation

There is a character count limitation of 4000 chars allowed in formulas within customization elements.

Formula inputs exceeding 4000 chars will not be able to be saved, and an error will be received.

Formula Complexity

There is a limit in the complexity allowed within a formula, for example, using nested functions (i.e. an If within an If within an If within an If to the nth degree).

This limitation changes depending on the formula nesting attempted, but will always return the error "The formula entered is not optimized for performance or too complex.

Please optimize/simplify the formula and try again."

 

Overall Time and Execution Thresholds Throughout the System

The below are time and execution thresholds allowed per activity.

Where the "Duration Threshold" indicates how long an activity can run until aborted (in seconds) and

"Count Threshold" indicates the quantity allowed per execution in a given time period.

In some cases, the "CountThreshold" will be multiplied by the number of active licenses in an organization.

 

Standard Business Rule Action

Duration Threshold: Cannot run more than 10 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Standard Business Rule Action on Related

Duration Threshold: Cannot run more than 20 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Update Field Action

Duration Threshold: Cannot run more than 10 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Update Field on Related

Duration Threshold: Cannot run more than 20 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Add Object Action

Duration Threshold: Cannot run more than 10 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Add Object From Template

Duration Threshold: Cannot run more than 150 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Business Rule Evaluation Criteria

Duration Threshold: Cannot run more than 5 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Conditional Action

Duration Threshold: Cannot run more than 5 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Scheduled Business Rule Evaluation Criteria

Duration Threshold: Cannot run more than 5 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Overall Business Rule Execution

Duration Threshold: Cannot run more than 170 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Overall Scheduled Business Rule Execution

Duration Threshold: Cannot run more than 150 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Roll Up Field Calculations

Duration Threshold: Cannot run more than 20 seconds

Count Threshold: Cannot run more than 500 times * active licenses per hour

 

Creation from Template Execution

Duration Threshold: Cannot run more than 150 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Import Issues

Duration Threshold: Cannot run more than 150 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

Import Users

Duration Threshold: Cannot run more than 150 seconds

Count Threshold: Cannot run more than 10,000 times * active licenses per hour

 

API Limitations

API Web Services Governance is made up of following areas:

  • Request batch limiting: The total number of requests that can be processed in one call to the web service is 100
  • Request limiting: The total size of the requests sent in one call to the web service must not exceed 25 MB
  • Call limiting: 1,000 API calls per paid license per day with a maximum of 1,000,000 calls per day

 

Read more about API.

 

USAGE QUOTAS

The "Usage Quotas" page available in the "Customizations" and "InterAct" tabs in the "Settings" page of Clarizen allows your organization to see the overall usage of customization elements.

 

Usage Quotas for Business Rules and InterAct

Usage Quotas for Business Rules, Scheduled Workflow Rules, Custom Actions,

InterAct Rules and Global Mailboxes count only those items that are "Enabled".

That means that rules and mailboxes that are "Disabled" will not be counted against your allowed usage quotas.

 

Usage Quotas for Custom Fields

Usage Quotas for Custom Fields, of all types, count the total number of physical fields.

These include fields that are in the "Deleted Fields" section, fields from "Deleted Fields" will only be removed from the usage quota once permanently deleted.

Read more about Custom Fields.

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