{"id":24102,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/status-change-rules-example-1\/"},"modified":"2024-02-15T14:53:34","modified_gmt":"2024-02-15T22:53:34","slug":"status-change-rules-example-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/status-change-rules-example-1\/","title":{"rendered":"Status Change Rules Example"},"content":{"rendered":"

This example shows the key elements of setting up the status change rules to form a workflow. This example shows the set up for two of the user roles, the Development Engineers<\/em> and the Quality Assurance<\/em> engineers. In most companies, there will be additional roles that will be configured, and the steps in the workflow (i.e. the statuses) can be composed of many additional steps.<\/p>\n

The basic workflow tasks are centered on a defined set of statuses, as set up within the list manager STATUS<\/b> field.<\/p>\n\n\n\n\n\n\n\n\n\n\n
\n\t\t\t\tTask<\/td>\n\n\t\t\t\tDevelopment Engineers<\/td>\n\n\t\t\t\tQuality Assurance Engineers<\/td>\n<\/tr>\n
\n\t\t\t\tCreate NEW<\/b> issues<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tOPEN<\/b> issues to work on them from the NEW status<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t <\/td>\n<\/tr>\n
\n\t\t\t\tRe-OPEN<\/b> issues that were marked as Fixed<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tCLOSE<\/b> issues that are marked as Fixed<\/td>\n\n\t\t\t\t <\/td>\n<\/tr>\n
\n\t\t\t\tOPEN<\/b> issues that were previously marked Duplicate<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tRe-OPEN<\/b> an issue that was previously Closed<\/td>\n\n\t\t\t\t <\/td>\n<\/tr>\n
\n\t\t\t\tRe-OPEN<\/b> an issue marked as Duplicate<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

No user will be allowed to set the status of * None *<\/b> within the Status<\/b> list, therefore a layout cell attribute of FIELD REMOVE NONE will be set within the Status field on the Add<\/em> and Edit<\/em> Layouts.<\/p>\n

<\/p>\n

Status Rules Example for Development Engineering role<\/span><\/p>\n

<\/p>\n

Status Rules Example for Quality Assurance role<\/span><\/p>\n

With these two diagrams, the Status field will look as follows within the Edit Screen, dependent upon the value of Status as follows. Note that these examples display the status values using the STATUS_TRANSITION field. If you use the STATUS field on your edit<\/em> screen layout, you will see the same values for each role in each status, but in a drop-down select list.<\/p>\n\n\n\n\n\n\n\n\n\n
\n\t\t\t\tStatus<\/td>\n\n\t\t\t\tDevelopment Engineers see<\/td>\n\n\t\t\t\tQuality Assurance see<\/td>\n<\/tr>\n
\n\t\t\t\tNew<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tOpen<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tFixed\/ Pending<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tClosed<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tDuplicate<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n
\n\t\t\t\tNot Found<\/td>\n\n\t\t\t\t<\/td>\n\n\t\t\t\t<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

This example shows the key elements of setting up the status change rules to form a workflow. This example shows the set up for two of the user roles, the Development Engineers and the Quality Assurance engineers. In most companies, there will be additional roles that will be configured, and the steps in the workflow…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-24102","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nStatus Change Rules Example - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/status-change-rules-example-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Status Change Rules Example - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"This example shows the key elements of setting up the status change rules to form a workflow. 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