Configuring rules for transitioning between statuses
From Planfix
The rules for transitioning between statuses are configured for each status set in Account management — Object — Required Object — Status set 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
Removing a status from a set
To remove a status from a set:
- Open the status set of the required Object.
- Then 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 will be able to find it in at: Account managment — Statuses
Configuration tips
- 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.
- 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 rights to move to a status and additional settings.
- Scripts — shows rights to move to a status and automatic scripts associated with the status.