Configuring rules for transitioning between statuses: Difference between revisions

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{{#seo:
|title=Configuring rules for transitioning between statuses
|titlemode=append
|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
}}
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==
To add a transition to a new status, click on the plus sign in the row with the desired status:
https://pic.planfix.ru/pf/uf/fBB9Yc.png
A window will open where you can select the status to transition to.
https://pic.planfix.ru/pf/VY/dpMX65.png
Clicking the added status will open a menu with additional settings:
https://pic.planfix.ru/pf/Z0/7VOhxd.png
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:
https://pic.planfix.ru/pf/7B/FeWhom.png
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:
https://pic.planfix.ru/pf/CK/QjAo8N.png
*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.
==Go To==
==Go To==
*[[Creating a status set]]
*[[Creating a status set]]
*[[Custom (customizable) task statuses]]
*[[Custom task statuses]]
*[[Tasks]]
*[[Tasks]]
*[[Processes]]
*[[Processes]]
*[[Feature Description]]
*[[Feature Description]]

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:

fBB9Yc.png

A window will open where you can select the status to transition to.

dpMX65.png

Clicking the added status will open a menu with additional settings:

7VOhxd.png

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:

FeWhom.png

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:

QjAo8N.png

  • 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.


Go To