Control permissions of transition, locking, 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 custom notifications.
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.
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Default Issue Workflow
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Default Requirement Workflow
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.”
Tutorial Video