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TrackStudio Enterprise 3.1
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Creating a Workflow

This topic describes how to create a workflow.

To create a workflow:

  1. Click the Task Management - > Workflows tab.
  2. Enter the name for a new workflow into the input field.
  3. Click the Save button.
  4. Create states in which a task can be:
    1. Click the Workflows -> States tab.
    2. Create required task states and mark the start state.
  5. Create message types for task transition from one state into another.
    1. Click the Workflows -> Message Types tab.
    2. Create required message types and set resolution list for each message type (if required).
  6. Specify transitions between task states for each message type:
    1. Click the Workflows -> Transitions tab.
    2. For each message type, specify transitions between task states.
  7. Specify permissions for each message type:
    1. Click the Workflows -> Permissions tab.
    2. For each message type, specify users with which statuses:
      • can create messages.
      • can view added messages (including messages added by other users).
      • can be made handler when a message is added.
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