Manage Your Business Up

Welcome to the Help Center

  Search Knowledge Base:   Contact Us  
Skip Navigation Links.
There are no documents that match your search
Please try a different search.
 Configure workflow
Description:
Configure your business workflow (bug, test, requirement and task) in InformUP tracking system, InformUP tracking system set a default flow, this flow build from our wide experience in the quality assurance area, however it might not be suitable for all company/products flows. In this document we will explain how can customize the flows to your business needs.

Scenario:
In the following example we will show how add new status to bug/defect flow.

Steps:

1. Login as Administrator (in case you didn’t change the default it’s U:”admin”; P:””).

2. Open Admin Panel - 'Manage Workflow'

3. Select te Work Item type you want to customized it’s flow (Bug, Test, Requirement and Task)



5. Explanation about the table column display.

a. Name – Status name in this flow i.e. “Fixed”, “Closed”, “Re-open” etc… 

b. First Stage – the first status this flow will start i.e. for bugs usually it will be “New”. 

c. Group Permission – group permission to view/change status, i.e. as a controller we must make sure that only QA group will change bugs status to “Verified by QA”. 

d. Transition To – the statuses we can move from current status, i.e. if we currently got bug/defect with status “Fixed” it can be change only to “Closed”, Re-open”, Verified by QA”.

e. Color – set up color for status, same as priority, severity etc… 

f. Help – explanation about this status. 

g. Edit – will open the selected row (status) for editing. 

h. Delete – will delete the selected row(status) from the flow.


 
6. Add new status “Need more Information” to Bug flow.

a. Click on the “Add new Status” button at the bottom of the table

b. Type new Status name i.e. “Need more Info”

c. Select Group permission if needed, in this case not required.

d. Add explanation about his status (Help column).

e. Click update.


 
7. Add new “Transition To” option for this status.

a. Find your new status in the table (“Need More Info”).

b. Notice that in the new status row you have new button “Add New Field”

c. Click on “Add New Field” button

d. Now you can add all the required “Transition” options for this status.

e. Finally click update.

f. You can add as much as required.


 

Please note:
1. In this example we show it on the bug flow, but it apply to all other flows in the system,
2. in case you need special customization or got questions please do not hesitate to contact
our support group: support@informup.com
informUp Knowledge Base by informUp