Configuring Common Work Item Statuses

Prerequisites

• An IPD-standalone software project is available, in which you have permission to configure work item templates.
• You have the tenant administrator permission.

Configuring Common Statuses in a Project

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work.
3. In the navigation pane, choose Work Items > Common Status.
4. Click Create Status under Add Status. In the displayed dialog box, set the required parameters.

   Table 1 Creating a status

   Parameter	Description
   Name	Enter a maximum of 30 characters, including letters, digits, and hyphens (-).
   Category	Category of the status. The options include To Do, Doing, and Done.
   Description	Remarks about the status. Enter a maximum of 50 characters, including letters, digits, and hyphens (-).

5. Click OK.

   The new status is displayed at the end of the list. The parameters in this list are described in the following table.

   Table 2 Status list

   Parameter	Description
   Name	System or custom status name. Hover over the header and click to sort by status name.
   Created By	The user who creates a status. Hover over the header and click to sort by creator.
   Created	Time when a status is created. Hover over the header and click to sort by creation time.
   Category	System or custom status category. The options include To Do, Doing, and Done. Hover over the header and click to sort by status category. Hover over the header and click to filter statuses.
   Status	Work item types that are currently using a system or custom status.
   Description	System or custom status description.
   Operation	You can edit and delete a status. To edit a status, click in this column. NOTE: System statuses cannot be edited. Custom statuses of the tenant cannot be edited here. To delete a status, click in this column. NOTE: System statuses cannot be deleted. Custom statuses that are currently in use by work items cannot be deleted. Deleted statuses cannot be recovered.

6. (Optional) Add a common status (for example, CommonStatus01) to the work item status flow.

   The following uses the IR work item status flow as an example:

   1. Under Work Configuration, choose Work Items > Initial Requirement (IR) > Status Flows, and click Edit.
   2. Click on the left, select CommonStatus01 on the All Statuses panel, and drag it to the status flow canvas. Draw incoming and outgoing transition lines for the status, and click Update Status Flow.
      Figure 1 Expanding all statuses
      
   3. Check this CommonStatus01 status in IRs' status flows on the Work > Req > R&D Requirements page.
      

      • Customized common statuses can be configured and used for all types of work items of the current project.
      • The IR work item status flow is used as an example. You can add common statuses to other work item templates in the same way, and only need to do this once for each of them.
      • The total number of system and common statuses in a project cannot exceed 50.

Configuring Common Statuses in Tenant Settings

You can configure tenant-level common statuses for work items across all your IPD projects.

1. Log in to the CodeArts homepage and click .
2. Choose All Account Settings.
3. Choose Work > Status. The existing common statuses are displayed.
4. Click Create Status. In the dialog box that is displayed, enter a status name, select a status category, and click OK. The new status is displayed in the list.

   You can perform the following operations on a new status:

   • Click to modify the status name, category, and description.
   • Click . In the dialog box that is displayed, click OK to delete the status.
     

     Statuses created on the Work > Status page apply to all IPD projects in your tenant and can be configured for the work items in these projects.

     1. Go to an IPD project and choose Settings > Work.
     2. Click Work Items and select a work item type.
     3. On the Status Flows tab, click Edit. Click next to the system status flow currently in use to copy it to a custom status flow. On the custom status flow page, select the new status, click Edit, configure fields for the status, and click Save.