Step rules (requirements)

A rule says: this ticket can't move on until something is true. "Cost is filled in." "Approved by is set." "Warranty is checked."

Why bother? Because the moment a ticket closes is the last time anyone will look at it. Rules make sure the details you'll want in six months, for reports, budgets or a warranty claim, are there.

Add a rule

In the editor's Rules step, click + Add under a step and pick a field: it has to be filled in before the ticket moves on. For other conditions, like equals or is greater than, pick More options…. With two or more rules, choose All of these or Any one. For a checklist, pick is complete so every item has to be ticked (or just one section of a checklist split by team); for a signature, is not blank means it has to be signed. See Checklists and signatures.

When rules are checked

• For most steps, rules gate leaving the step: finish what this step needs, then move on.
• For steps in a closed status, rules gate entering it. That way a ticket can't skip straight to Done without, say, a resolution note.

When someone tries to move a ticket too early, TicketStacker shows exactly what's missing. Nobody has to guess.

Rules that move tickets for you

Set the next step's trigger to ⚡ Previous step's requirements met, and the ticket moves on by itself as soon as the rules are satisfied. For example: when a manager fills in Approved by, the purchase request moves to Ordering on its own. See Statuses and steps.