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Business Rule Evaluation Order

Are WFRs evaluated in the order Work Item rules, Project rules, Task rules?  We have a task rule that sets the value of a custom project field based on a task field value.  I have added a project rule that checks whether the custom project field changes.  The project rule rule is not detecting when the custom project field value changes.  I am wondering if the project rule is running before the task rule. What I suspect is the project rule runs, checks the project field, and doesn't see a change; THEN the task rule runs, and makes the change.

Adam Barb Answered

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In general, the rules you set are executed in the order you specified them - so you need to take that into consideration.

Guy 0 votes
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Workflow rules are designed to be real-time so there are some limitations. A workflow rule that checks for changes will only run if there is a direct change as opposed to an indirect change, meaning if the field is changed by another rule it won't trigger the rule (this is an indirect change). If you update a task and that rolls up to the project, that is still considered an indirect change. "ischanged()" is looking for a user directly making a change to that field. This is in order to prevent infinite loops and other logic issues that can dramatically impact performance.

You may want to consider running a scheduled workflow rule instead to monitor the project-level field.

Josh Santos 0 votes
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@Josh That explains it.  And thanks for the alternate solution.

Adam Barb 0 votes
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