Customizing Workflow States

You must have the Workflow customization security privilege to perform these tasks.
  1. Click Issues > Configuration > Workflows. The Workflows page is displayed.
  2. Select the Issue Type that represents the workflow you want to customize.
  3. Proceed with tasks as outlined below:
    Add a state to this workflow

    Click the Add State button. Proceed to step 4.

    Edit a state in this workflow

    Select the state you want to edit from the State list. Click the Edit State button. Proceed to step 4.

    Add actions for a state in this workflow

    See Customizing Actions, Reason Codes, and Action Dialogs. Begin the procedure at step 3.

    Delete a state in this workflow

    Select the state you want to delete from the State list. Click the Delete button. Select Yes on the confirmation dialog. Issue Manager will only delete states that have never been referenced by an issue.

    Modify another workflow
    Return to step 2.
  4. Specify or modify the properties of the state, using the information described in State properties to guide you.