Configuring rules for transitioning between statuses
The rules for transitioning between statuses are configured for each status set in the Account management — Object types — Required Object — Status set tab.
Adding a status to a set
- To add a transition to a new status, hover over the status you want to transition from and click the plus sign that appears.
- A window will open where you can select the status to transition to.
- Clicking the added status will open a menu with additional settings. In this menu, you can:
- define who has permission to transition to this status
- add a separate button for the status (buttons are configured for each status transition)
- add an automatic script
- delete the transition to the status
Removing a status from a set
To remove a status from a set:
- Open the status set of the required Object.
- Hover your cursor over the desired status and click the recycle bin icon.
- The status will be deleted from the set, but it will remain in the system. You can find it at: Account management — Statuses
Configuration tips
- When configuring rules for transitioning, don't forget to include an "emergency stop" for a task. In most cases, a task can be canceled or completed at any time, so be sure to add the corresponding transitions.
- You also need to remember that in many cases, a task can be returned to its previous step. Think through all the possible paths a task can take during its lifecycle and set up all possible transitions.
- Additional settings for status sets help you organize the behavior you would like to see in the process of working on a task.
- The status set can be displayed in different views; the view switch button is located at the top right just above the set. The following display modes are available:
- List — shows all transitions from status to status at once.
- Table — shows permissions to transition to a status and additional settings.
- Scripts — shows permissions to transition to a status and automatic scripts associated with the status.