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ProjeQtOr free project management software - Workflow item - ProjeQtOr

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Workflow item

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23 Mar 2012 09:54 #1 by ekolossov
Workflow item was created by ekolossov
Hi,
Can you please explain how to create new item in workflow? I want to add 'Rejected' status which should change the assigned to an issuer - this will be very useful for Tickets. How we can do it?
Regards,
Evgueni

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23 Mar 2012 12:37 #2 by babynus
Replied by babynus on topic RE : Workflow item
Hi,
Just easy ! or quite easy ;)


Create new Status : => Parameters => Lists of Values => Status
Take care to enter correct order so that your new Status will be displayed in the correct place corresponding to logical flow. It's not mandatory but simplifies visibility.


Manage WorkFlows : => Parameters => Control & Automations => Workflows
You can either update existing workflows to use your new status or create a brand new one.
You must check some profiles in the list so that your new status is selectable from one or several status, and take care that it is possible to move from your new status to others.


Use your workflow : => Parameters => List of Types => Ticket Types (or else)
For the desired types, select the workflox using your new status.


That's all.

Babynus
Administrator of ProjeQtOr web site

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23 Mar 2012 12:44 #3 by ekolossov
Replied by ekolossov on topic RE : Workflow item
Great!
Thank you very much! You again demonstrated your extremely good support and efficiency!
Regards,
Evgueni

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27 Mar 2012 08:06 #4 by climb4fun
Replied by climb4fun on topic RE : Workflow item
Dear all,

fully confirmed by me. :)

Klaus

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