You can create a workflow for a module.
Before you begin
Define the process that you want the workflow to support.
For example, you might create a process model of the states and how
they are related.
Procedure
- Select or create the module to use for your workflow.
- Make sure that the module includes a Choice attribute with
all the states in your process.
- Make sure that at least one view is based on the module.
After you set up the workflow, you can apply it to this view.
Note: - Workflows can be assigned only to views that meet either of the
following requirements:
- The mandatory attributes, Display and Visualize, are set to Yes
- The Add, Display, Review, Prioritize, Visualize, and Plan attributes
are set to No
- Workflow views must be shared with all users who need to transfer
elements from one state to another.
- To correctly define transitions, make sure that the attribute
access level for the view is correct. Consider which attributes need
to be editable, and in the view, specify which attributes users can
edit during a transition.
- Add a workflow:
- Click .
- Click Add Workflow.
- On the Workflow Definition page, enter a name and description
for the workflow. The name of the workflow is the heading
for the transition area above the attribute list for each element.
The description is displayed beneath the heading.
- Select a module and workflow attribute. Only
the choice attributes in the module are listed. The attribute that
you select will not be visible or editable in the attribute list in
the view in which the workflow is used. Instead, the Workflow attribute
is displayed in a transition area at the top of the attribute list
in the view.
- Click OK.
- Edit the transitions for the workflow. The
transitions are displayed in the transitions area at the top of the
attribute list for the view.
- Set the attribute access for each state.
- For an item, click the Edit icon. The Edit
attribute access page is displayed.
- For each attribute, select the access level. The default value
is As view, which provides the same access as is available in the
assigned view. Read-only does not override the view rules. For example,
if the attribute is hidden according to the view definition, it is
not displayed for this state.
- Click Save.
- Create the allowed transitions for each state:
- In the Transitions column for an item, click Add Transition.
The transition configuration page is displayed.
- Enter a name and description.
- Select a target state to determine which state to transfer the
element to.
- Select the type of transition. If you select Direct,
all the attributes are hidden during the transition. If you select With
Options, the attribute access level list for the transition
is displayed.
- Edit the attribute access for the transition. The default value
is Hidden for transitions in new workflows.
Note: In version 6.3.1
and earlier, the default access value was As view. To ensure that
only relevant information is displayed, update the attribute access
of transitions for workflows that were created in version 6.3.1 and
earlier. If you add an attribute to a module that has a workflow that
was created before version 6.3.1, the new attribute has the default
value of As view. Edit the transition to set the correct access level.
- Click Save.
- Connect the workflow to the view by completing either of
these steps:
- Assign the workflow with a view:
- On the Edit Workflow page, expand the View Assignment section.
A list of all the views is displayed, based on the module that you
selected for your workflow. The Current Workflow column contains the
workflow that you selected for each view.
- For the view to assign, select Assign.
- Click Save.
- Configure the view:
- Click .
- Select the view.
- Edit the View Definition attribute and click Next.
The attribute list for access levels is displayed.
- From Miscellaneous Settings, select the workflow to apply.
Note: When the workflow is used in a view, you can only update
the workflow attribute for one element at a time.