Configuring Work Item Status Flows

Prerequisites

An IPD-standalone software project is available, and you have permission to configure status flows for the project.

Configuring Work Item Status Flows

You can customize the status sequence as required.

• This function is currently available for R&D requirements, system features, tasks, and bugs. The following describes how to customize a bug status flow.
• System status flows can only be viewed. You can copy them to customize a new one. Custom status flows can be edited and executed to meet your service requirements.
• If an R&D requirement is switched to a custom status flow, the rollup rule will automatically become invalid. Only when all types of work items of the R&D requirement are executed in the system status flow, the rollup rule will apply.

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work.
3. In the navigation pane, choose Work Items > Bug > Status Flows.
4. Click Edit. The Bug Status Flow Configuration canvas page is displayed with the default system status flow.
   Figure 1 Bug status flow
   

5. Copy a system status flow to customize a new one.
   Figure 2 Copying to create a new status flow
   
   Figure 3 Customizing a status flow
   

6. Click Edit, then double-click any status or transition line to display their rules.
   Figure 4 Configuring status nodes
   
   Figure 5 Configuring transition lines
   

7. Click Edit, and add a status.
   1. Expand the status drawer. Drag any available status to the canvas or click to add one.
      Figure 6 Expanding the status drawer
      
      Figure 7 Expanded status drawer
      
      Figure 8 Adding a status
      
   2. Click the Name drop-down list, and then click Create Status.

      You can also select an existing tenant-level custom status.

      Figure 9 Creating a status
      
   3. Set Name and Category.

      The options include To Do, Doing, and Done.

   4. Click OK.

      The new status is displayed on the bug status flow canvas.

      Figure 10 Adding a status to a bug status flow
      

8. Drag the new status to a proper position, draw a transition line with your mouse, and enter a name.
   Figure 11 Adding a transition line for a new status
   

9. Double-click the new transition line.
   Figure 12 Transition line configuration panel
   

10. Set Transition Line Name and other information.
11. After the configuration is complete, click to collapse the panel.
    Figure 13 Collapsing the transition line configuration panel
    

    The new status must have at least one incoming and one outgoing transition lines. To add a transition line, repeat steps 5 to 8.

    Figure 14 Adding incoming and outgoing transition lines
    

12. Click Execute in the upper right corner, and customize the main navigation bar.
    Figure 15 Setting the main navigation bar
    

13. Click OK.

    The new bug status flow is displayed on the Status Flows tab page.

    Figure 16 Bug status flows
    

    This status flow will be applied to the bug management process.

    Figure 17 Status flow on the bug details page