Configuring rules for transitioning between statuses: Difference between revisions
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|keywords=planfix, status, status set, status change not allowed, change status | |keywords=planfix, status, status set, status change not allowed, change status | ||
|description=Transition rules configuration, status change not allowed due to task process status set settings, status set, status changes not allowed, status changes | |||
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The rules for transitioning between statuses are configured for each [[Creating a status set | status set]] in '''the Account management / Task processes tab''' | The rules for transitioning between statuses are configured for each [[Creating a status set | status set]] in '''the Account management / Task processes tab''' | ||
==Adding a status to a set== | ==Adding a status to a set== | ||
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https://pic.planfix.ru/pf/Z0/7VOhxd.png | https://pic.planfix.ru/pf/Z0/7VOhxd.png | ||
In this menu, you can: | In this menu, you can: | ||
*define who will be able to switch to this status | *define who will be able to switch to this status | ||
*add a separate button for the status (buttons are configured for each status transition) | *add a separate button for the status (buttons are configured '''for each''' status transition) | ||
*add [[scripts]] | *add [[scripts]] | ||
*delete the transition to the status | *delete the transition to the status |
Latest revision as of 11:47, 18 December 2024
The rules for transitioning between statuses are configured for each status set in the Account management / Task processes tab
Adding a status to a set
To add a transition to a new status, click on the plus sign in the row with the desired status:
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 will be able to switch to this status
- add a separate button for the status (buttons are configured for each status transition)
- add scripts
- delete the transition to the status
Deleting a status from a set
To delete a status from a set, first go to the status set. Then hover your cursor over the line with the desired status, and click the trash can icon:
The status will be deleted from the set, but it will remain in the system.
Advice for configuring
- When configuring rules for transitioning, don't forget about having an "emergency stop" for a task. Most of the time, a task can be canceled or completed at any time, which means you should note the corresponding transitions:
- You also need to remember that in many cases, a task can be returned to its previous step. Spend some time thinking of all the possibilities in a task's lifecycle, and establish all possible status transition options.
- Additional settings for status sets help you organize the behavior you would like to see in the process of working on a task.