Skip to content
  • There are no suggestions because the search field is empty.

Workflow

Control permissions of transition, locking, emails and generating custom notifications of an entity's status in Innoslate's Workflow.

Innoslate’s workflow controls allow an entity’s status to be transitioned through a lifecycle. Workflow has the ability to control permissions of the transition, locking, and generating email notifications.

navigate-to-workflow

Innoslate includes a standard requirement and issues workflow with every project. These default workflows are based on CMMI (Capability Maturity Model Integration) and are designed as a starting point. The default workflows can be changed to suit your project’s needs.

  • Default Issue Workflow

    DefaultIssueWorklfow

  • Default Requirement Workflow

    DefaultRequirementWorkflow

Customizing a Workflow

  • Adding a Class: A new class can be added to the workflow by clicking the ‘Add Workflow Class’ button. Any class with an enumeration attribute can be added to a workflow.
  • Adding a Transition: A transition allows controlling the entity’s state. Click the ‘Add Transition’ drop-down and select the state you would like to transition to.
  • Transition Notifications: Any user or team can receive a notification when a transaction is reached. Multiple users and teams can be added to the notification list. Click ‘Select user/team’ under ‘Notifications’ to add a user or team to the notification list.
  • Transition Permission: By default, all users have permission to transition from one state to the next. Innoslate allows restricting transitions to specific users and/or teams. To restrict a transition, click ‘Select user/team’ under ‘Permissions’ to add a user or team.
  • Locking Transitions: Once a final state has been reached (ex. closed/approved), an entity can then be locked from editing. To lock an entity at a transition, check the ‘Locked’ checkbox. Entities can be unlocked by project owners in “Database or Entity View.” 

Workflow & Email Notification Rules

Innoslate keeps you informed about your projects through email notifications. Here’s how they work:

Status Changes: You’ll receive an email when the status of an entity you follow (e.g., one you’ve edited) or created changes.

Workflow Updates: If you’re on a workflow’s notification list, you’ll get an email whenever the associated entity’s status is updated.

Change Requests & Comments: Get notified by email when a change request or comment is made on an entity you created or modified.

Tutorial Video

 

To continue learning about Schema Editor, Click Here.

(Next Article: Computable Attribute)