You can modify the names, owners, and descriptions of the states in the default workflows. You can enter or modify all states at once and then add all actions for each state. Or you can enter one state and all its actions before going on to the next state and its actions.
States have the following properties:
State Name
Required, unique state name, up to 20 characters long. Special characters are not allowed.
Description
Optional description of the state; no practical length limit.
State Owner
Choose a state owner by selecting the appropriate radio button: QA Owns This State, Development Owns This State, Documentation Owns This State, Enhancement State, or No One (Terminal State). The concept of state owner is described in “State owner”.
How to customize workflow states
Prerequisite
You must have the Workflow customization security privilege to perform these tasks.
Procedure To customize workflow states:
1 Select Configuration/Workflows.
The Workflows page is displayed.
2 Select the Issue Type that represents the workflow you want to customize (if not already displayed).
3 Proceed with tasks as outlined below:
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If you want to |
Then |
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Click the Add State button. Proceed to step 4. | |
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Select the state you want to edit from the drop-down State list. Click the Edit State button. Proceed to step 4. | |
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Go to the procedure “Customizing Actions, Reason Codes, & Action Dialogs”. Begin the procedure at step 3. | |
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Select the state you want to delete from the drop-down State list. Click the Delete button. Select Yes on the confirmation dialog. Issue Manager will only delete states that have never been referenced by an issue. | |
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Modify another workflow |
Return to step 2. |
4 Specify or modify the properties of the state, using the information described in “State properties” to guide you.
