Define a workflow rule

This tutorial shows you how to add a new rule to the default workflow that comes with the sample BugTrk project. This rule will allow a manager to move an issue from Assigned back to New or directly to Fixed.

Census includes a set of default workflow rules. These rules define the possible values of the Substate field. For example, when Substate is New, the possible values are limited to New or Assigned.

1 

Create a new rule

  • Start Census Web Admin and log on. Click the Workflow tab. In the Project list, click the project.

  • In the Group list, click DefaultWorkflow. Then click Rule and click Add.

2 

Define the condition

  1. In the list of values for the <User in Group> row, click Managers.

    To display the list of user groups, double-click the Value box. Then click the arrow to display the list of user groups.

  2. In the list of Substate values, click Assigned.

3 

Set the possible values

  • On the Possible Values tab, select the New and Fixed check boxes.

The rule now specifies that when a user is a manager and an issue is Assigned, the Substate list displays the choices Assigned (the current value), New, and Fixed.

4 

Apply the workflow

  • In the Groups list, click DefaultWorkflow and then click Apply.

    The updated rules in the DefaultWorkflow group are applied to all Web views of the project.

 
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