Workflow Transitions

Transitions control stage/activity progression.

CM-CHA~1_img19

One stage/activities will transition to next stage/activities in the sequence setup by the workflow in the project template. User will be prevented with the valid options when transitioning within a project.

 

Project state:

In Progress

Next:

è Build

Current Activity:

Design



 

Function

Options

Description and Use

Name

User Defined

Name of the transition

From

User Selected

From stage/activity

To

User Selected

To stage/activity

Status

Completed or Rejected

Statement to indicate if the transition represents that the stage/activity is completed or rejected

Group

-

Not currently implemented

Label

User Defined

Label that appears on the transition button in project

Assigned Group

User Selected

Authorized user group to make the transition – Transition button will not be visible if user does not have rights

Assigned User

User Selected

Authorized user to make the transition – Transition button will not be visible if user does not have rights

Add Note

Yes/No

When making the transition user will prompted to add a note. The note is stored against the stage/transition. Currently the note if overridden each time user passes through the transition.

 

CM-CHA~1_img20 Clicking * multiple times will setup the default transitions quickly.