ALM Octane - The Basics of Business Rules Customization

This course provides an overview on how to use the business rules customization based on real project examples.
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Introduction to Workflow Customization


  • You have to be an ALM Octane User and understand its Entity Model.


You are an ALM Octane workspace Administrator and want to learn more about business rules and how to use it? Then this overview course provides a basic understanding on the business rules of ALM Octane.

Learn how to work with :

  • Set Field Value

  • Modify Lookup List

  • Alert User

  • Send Email

  • Make Field required

  • Increment Value by Number

  • New forms and fields

  • Email templates

  • Data access control

  • Module visibility

Upon successful completion of this course, you will be eligible to:

  • be more productive

  • better collaborate

  • use agile methodologies in a smarter way

  • support the software delivery lifecycle

  • take on lead roles in your projects and advance in your career

Who this course is for:

  • Administrators
  • Testers
  • Test Managers
  • Quality Manager
  • Defect Manager

Course content

2 sections15 lectures1h 40m total length
  • Introduction to Workspace Customization
  • Create Custom Forms and Views
  • Create a User defined Field and Add it to Form
  • Apply Set Field Value Business Rule
  • Use the Send Email Action on the Business Rule
  • Modify Lookup List Selection as Business Rule
  • Make Fields required based on Condition
  • Apply Alert User Business Rule
  • Apply Set Field Value Business Rules when related Entities change
  • Apply Increment Value by Number as a Business Rule
  • Record Manual Test Execution Time
  • Data Access Control for Defects
  • Data Access Control for Tests


Making DevOps a reality with ALM Octane
Amir Khan
  • 4.3 Instructor Rating
  • 73 Reviews
  • 2,837 Students
  • 11 Courses

Amir Khan takes care as Software Expert for the Micro Focus Application Delivery Management (ADM) Portfolio. In his role he is responsible for key customers in Switzerland and Austria. He has years of experience in software development within traditional and agile Projects. In the last three years Amir Khan has focused and specialised on topics such as DevOps and Behaviour Driven Development (BDD).