Configuring Work Item Status Flows

Prerequisites

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

Adding a Node Status

There are three types of statuses in a custom status flow: To Do, Doing, and Done. These nodes are either system-default or project-specific. You can manage the node status on the Work Item > Work Item Management > Common Status page.

1. Expand the status drawer.
2. Click to add a status. If no new status is available, add it first.
3. View the new status in the Project-defined area on the status page. The status is also displayed on the canvas.

   Alternatively, view the new status in the status management area on the Settings > Work Item > Work Item Management > Status page.

Customizing an RR Status Flow

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work Item.
3. Choose Work Item Management > RR > Status Flow. The RR status flow page is displayed.
4. Click Edit. The Raw Requirement Status Flow Configuration page is displayed and the system status flow list is displayed by default. The first record is the latest, and the current status flow is marked in the list.
5. Copy a status flow.
   • Add a custom status flow by editing a system status flow.

     Edit the system status flow and click Update Status Flow. The system displays a message indicating that the edited system status flow will be copied to generate a custom status flow. Click OK/Save. A custom status flow is added.

   • Add a custom status flow by clicking on the right of a system status flow.

6. Add a node by referring to Adding a Node Status. A maximum of 30 nodes can be added to a workflow.
7. Edit a status node of the status flow. To add a status node to the canvas, select the status on the status menu bar and drag it to the corresponding position.
   1. Select the status node to be edited. The status information page is displayed.
   2. Edit the status information. You can set Suspend/Cancel and whether to allow operations by the proposing project. Whether to allow operations by the proposing project: This controls whether members of the Proposing project can edit, suspend, unsuspend, and change work item status.

      Take the Analyzing status as an example. If you enable the Suspend/Cancel switch, when an RR enters the Analyzing status, you can click Suspend in the upper right corner of the details page and enter the suspension reason. Then, the requirement enters the Suspended status and is marked as suspended in the requirement list.

      You can unsuspend requirements. Once you unsuspend a requirement, the suspension flag on the requirement name disappears. Click Cancel Suspension in the upper right corner of the details page to continue the process.

   3. Edit the status configuration.
      • Field Configuration is enabled by default. If it is disabled, fields cannot be edited.
      • Each type of status node has default fields. To add fields, click Add Field. The Add Field page is displayed. Select a field from the drop-down list. The description of the field is displayed. Enter the default value.

        Table 1 Adding a field

        Parameter	Description
        Field Name	Mandatory. Select a field from the drop-down list. If no field is available, click Add Field and then add one.
        Description	After a field is selected, its description is automatically displayed.
        Default Value	Optional. It indicates the default value of the selected field.
        Display During Creation	Optional. Set whether to display the field on the new page. The field is enabled by default.
        Required	Optional. Whether the field is mandatory during work item transfer. By default, the field is optional.

      • Configure field editing restriction rules. The current owner is allowed to edit fields by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used.

        OR logic: The operator can edit certain fields if they meet any one of the following conditions.

        And: The operator must meet all of the following conditions to edit certain fields. Initially, all roles are selected by default.

        1. Condition 1: Has the Edit permission for the current work item type.
           • If the operation is performed in the Responsible Project, the system checks whether the operator has the edit permission in the responsible project.
           • If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has the edit permission in the Proposing Project.
        2. Condition 2: Belongs to the roles selected in the list below (each field will check roles separately).

        

      • Configure a field.

        Table 2 Fields

        Field	Description
        Visible	Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
        Editable	Set whether the field is editable in a work item of the current status.
        Required	Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
        Role	Select roles from the drop-down list. Available options include temporary roles and project roles. The selected roles are used to verify field editing permissions. NOTE: If Display or Editable is set to No, role configuration does not take effect, and the selected roles are grayed out. Options: Only the temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
        Controlled or Not	Set whether a field is controlled in the current status node. Controlled fields of the work item under review cannot be edited until the review is finished.

8. Edit a transition line.
   1. Click a status flow transition line. The Transition Line Information page is displayed.
   2. Set the transition line information.

      The transition line information area displays the Start Status, Target Status, Transition Line Name (which is an operation button on the details page and can be edited), and Set as primary transfer parameters. Set as primary transfer is disabled by default. If the transition is set as the main transition, it is displayed as a main blue button on the work item details page to prompt users to perform the best operation during the transition. Other transitions are displayed as gray buttons. The following figure shows the transition line name displayed on the work item details page.

      Figure 1 Status flow in work item details
      
   3. Configure pre-transition verification. The transition can be performed only when the verification items meet the requirements. The verification items are described in the following table.

      Table 3 Pre-transition verification

      Verification Item	Description
      Verify Operation Permission	Configure status transition restriction rules. The current owner is allowed to perform status transitions by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used. OR logic: The operator can perform the status transition if they meet any one of the following conditions. And: The operator must meet all of the following conditions to perform the status transition. Condition 1: Has permission to set the status for the current work item type. Permission verification is performed based on the project where the status transition is initiated: If the operation is performed in the Responsible Project, the system checks whether the operator has permission to set work item status in the responsible project. If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has permission to set work item status in Proposing Project. Condition 2: Belongs to one of the following roles. Select roles from the drop-down list. Available options include temporary roles and project roles. Available roles: Only temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
      Validate Field Information	Optional. This verification is required by default. You can also disable it. If you enable the option, click Add Fields. On the Add Fields page, select the field to be added, set Field Value, and click OK.
      Verifying Associate Item Information	Optional. This verification is required by default. You can also disable it. If you enable this option, click Add Associated Items. On the Add Associated Items page, select the desired associated items, select Condition (None by default), and click OK.

   4. Configure the in-transition page.

      Configure additional information that must be entered during status transition to proceed. The In-transition GUI Config switch is enabled by default and can be disabled. If the switch is enabled, click Add Field. The Add Field dialog box is displayed. Select the field to be added from the drop-down list and click OK. The field is displayed in the field list.

      

      If Required is selected when a field is added, the field name in the field list is marked with an asterisk (*).

   5. Configure the post-transition action.

      After the transition is successfully executed, the configured post-transition actions are automatically executed. Configure the post-transition actions as follows.

      Table 4 Configuration items for post-transition actions

      Configuration Item	Description
      Update fields	Update the value of a specified field after the successful transition. Click Add Post Action. The Add Post Action window is displayed. Select Update fields and click OK. In the Add Field window, select the field to be added in the Select Field text box. Set the judgment condition and default value for the selected field. Click OK. The field will be displayed in the post-transition action list.
      Baseline-related operations	Update the baseline status of the target object after the transition is successful. If the current baseline status of the target object is the same as the updated baseline status after the transition is successful, this post-transition action will not be executed. For example, if Baseline current work item is selected for a baselined work item, this action will not be executed. CAUTION: For RRs and bugs in IPD-system device projects and IPD-standalone software projects, you cannot baseline or unbaseline the current work item. If the selected associated work item type contains such work items, the related post-transition action will not succeed. For IPD-self-operated software/cloud service projects, you cannot add Baseline-related operations as post-transition actions. Click Add Post Action. The Add Post Action window is displayed. Select Baseline related operations and click OK. The Baseline related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Baseline correlation: This action is performed only when both of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. Cancel baseline association: This action is performed only when all of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. When an associated work item belongs to a sprint, the sprint is not baselined. When an associated work item does not belong to any sprint but belongs to a release, the release is not baselined. Set Description. Click OK. The baseline operation will be displayed in the post-transition action list.
      Snapshot-related operations	After the transition is successful, take a snapshot of the current work item or associated item. Click Add Post Action. The Add Post Action window is displayed. Select Snapshot related operations and click OK. The Snapshot related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Take a snapshot of the current work item Take a snapshot of associated work items If you select Take a snapshot of associated work items, select the type of the work item to be associated from the Associated work item types for snapshotting drop-down list. Set Description. Click OK. The snapshot operation will be displayed in the post-transition action list.

9. (Optional) If you add a node to the canvas, draw connection lines using the mouse and enter the transition line name. Repeat steps 7 to 8 to edit the status flow node and transition lines.
10. Configure the main navigation bar.

    Click Update Status Flow in the upper right corner to display the navigation for optimal work item transition. Drag nodes on the navigation bar to adjust their sequence.

    The default To Do and Done nodes cannot be dragged. If there is no transition line between two statuses, the nodes cannot be dragged together, and the message This status cannot be transitioned. Orchestrate statuses again. is displayed.

11. Click OK. A message is displayed, indicating that the update is successful. Go to the work item details page to view the status flow configuration.

Customizing an SF Status Flow

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work Item.
3. Choose Work Item Management > SF > Status Flow. The SF status flow page is displayed.
4. Click Edit. The SF Status Flow Configuration page is displayed and the SF system status flow list is displayed by default. The first record is the latest status flow, and the current status flow is marked in the list.
5. Copy a status flow.
   • Add a custom status flow by editing a system status flow.

     Edit the system status flow and click Update Status Flow. The system displays a message indicating that the edited system status flow will be copied to generate a custom status flow. Click OK/Save. A custom status flow is added.

   • Add a custom status flow by clicking on the right of a system status flow.

6. Add a node by referring to Adding a Node Status. A maximum of 30 nodes can be added to a workflow.
7. Edit a status node of the status flow. To add a status node to the canvas, select the status on the status menu bar and drag it to the corresponding position.
   1. Select the status node to be edited. The status information page is displayed.
   2. Edit the status information. Suspend/Cancel is disabled by default.

      Take the Planning status as an example. If you enable the Suspend/Cancel switch, when a feature enters the Planning status, you can click Suspend in the upper right corner of the details page and enter the suspension reason. Then, the feature enters the Suspended status and is marked as suspended in the feature list.

      You can unsuspend features. Once you unsuspend a feature, the suspension flag on the feature name disappears. Click Cancel Suspension in the upper right corner of the details page to continue the process.

   3. Edit the status configuration.
      • You can configure Transition from Any Status to This Status. If the switch is enabled, any status can transit to this status.
      • Field Configuration is enabled by default. If it is disabled, fields cannot be edited.
      • Each type of status node has default fields. To add more fields, click Add Field. The Add Field page is displayed. Select a field from the drop-down list. The description of the field is displayed. Enter the default value.

        Table 5 Adding a field

        Parameter	Description
        Field Name	Mandatory. Select a field from the drop-down list. If no field is available, click Add Field and then add one.
        Description	After a field is selected, its description is automatically displayed.
        Default Value	Optional. It indicates the default value of the selected field.
        Display During Creation	Optional. Set whether to display the field on the work item creation page. The field is enabled by default.
        Required	Optional. Whether the field is mandatory during work item transfer. By default, the field is optional.
        Baselined	1. Set whether the field is a baselined in the workflow. Baselined fields are marked with and cannot be modified. 2. Baselined fields in the baselined work item can be modified only after the change review is passed.

      • Configure field editing restriction rules. The current owner is allowed to edit fields by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used.

        OR logic: The operator can edit certain fields if they meet any one of the following conditions.

        And: The operator must meet all of the following conditions to edit certain fields. Initially, all roles are selected by default.

        1. Condition 1: Has the Edit permission for the current work item type.
           • If the operation is performed in the Responsible Project, the system checks whether the operator has the edit permission in the responsible project.
           • If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has the edit permission in the Proposing Project.
        2. Condition 2: Belongs to the roles selected in the list below (each field will check roles separately).

        

      • Configure a field.

        Table 6 Fields

        Field	Description
        Visible	Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
        Editable	Set whether the field is editable in a work item of the current status.
        Required	Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
        Role	Select roles from the drop-down list. Available options include temporary roles and project roles. The selected roles are used to verify field editing permissions. NOTE: If Display or Editable is set to No, role configuration does not take effect, and the selected roles are grayed out. Options: Only the temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.

8. Edit a transition line.
   1. Click a status flow transition line. The Transition Line Information page is displayed.
   2. Set the transition line information.

      The transition line information area displays the Start Status, Target Status, Transition Line Name (which is an operation button on the details page and can be edited), and Set as primary transfer parameters. Set as primary transfer is disabled by default. If the transition is set as the main transition, it is displayed as a main blue button on the work item details page to prompt users to perform the best operation during the transition. Other transitions are displayed as gray buttons. The following figure shows the transition line name displayed on the work item details page.

      

   3. Configure pre-transition verification. The transition can be performed only when the verification items meet the requirements. The verification items are as follows.

      Table 7 Pre-transition verification

      Verification Item	Description
      Verify Operation Permission	Configure status transition restriction rules. The current owner is allowed to perform status transitions by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used. OR logic: The operator can perform the status transition if they meet any one of the following conditions. And: The operator must meet all of the following conditions to perform the status transition. Condition 1: Has permission to set the status for the current work item type. Permission verification is performed based on the project where the status transition is initiated: If the operation is performed in the Responsible Project, the system checks whether the operator has permission to set work item status in the responsible project. If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has permission to set work item status in Proposing Project. Condition 2: Belongs to one of the following roles. Select roles from the drop-down list. Available options include temporary roles and project roles. Available roles: Only temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
      Validate Field Information	Optional. This verification is required by default. You can also disable it. If you enable the option, click Add Fields. On the Add Fields page, select the field to be added, set Field Value, and click OK.
      Verifying Associate Item Information	Optional. This verification is required by default. You can also disable it. If you enable this option, click Add Associated Items. On the Add Associated Items page, select the desired associated items, select Condition (None by default), and click OK.

   4. Configure the in-transition page.

      Configure additional information that must be entered during status transition to proceed. The In-transition GUI Config switch is enabled by default and can be disabled. If the switch is enabled, click Add Field. The Add Field dialog box is displayed. Select the field to be added from the drop-down list and click OK. The field is displayed in the field list.

      

      If Required is selected when a field is added, the field name in the field list is marked with an asterisk (*).

   5. Configure the post-transition action.

      After the transition is successfully executed, the configured post-transition actions are automatically executed. Configure the post-transition actions as follows.

      Table 8 Configuration items for post-transition actions

      Configuration Item	Description
      Update fields	Update the value of a specified field after the successful transition. Click Add Post Action. The Add Post Action window is displayed. Select Update fields and click OK. In the Add Field window, select the field to be added in the Select Field text box. Set the judgment condition and default value for the selected field. Click OK. The field will be displayed in the post-transition action list.
      Baseline-related operations	Update the baseline status of the target object after the transition is successful. If the current baseline status of the target object is the same as the updated baseline status after the transition is successful, this post-action will not be executed. For example, if Baseline current work item is selected for a baselined work item, this action will not be executed. Click Add Post Action. The Add Post Action window is displayed. Select Baseline related operations and click OK. The Baseline related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Baseline current work item: This action is performed only when both of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. Cancel baseline current work item: This action is performed only when all of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. When a work item belongs to a sprint, the sprint is not baselined. When a work item does not belong to any sprint but belongs to a release, the release is not baselined. Baseline correlation: This action is performed only when both of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. Cancel baseline association: This action is performed only when all of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. When an associated work item belongs to a sprint, the sprint is not baselined. When an associated work item does not belong to any sprint but belongs to a release, the release is not baselined. Set Description. Click OK. The baseline operation will be displayed in the post-transition action list.
      Snapshot-related operations	After the transition is successful, take a snapshot of the current work item or associated item. Click Add Post Action. The Add Post Action window is displayed. Select Snapshot related operations and click OK. The Snapshot related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Take a snapshot of the current work item Take a snapshot of associated work items If you select Take a snapshot of associated work items, select the type of the work item to be associated from the Associated work item types for snapshotting drop-down list. Set Description. Click OK. The snapshot operation will be displayed in the post-transition action list.

9. (Optional) If you add a node to the canvas, draw connection lines using the mouse and enter the transition line name. Repeat steps 7 to 8 to edit the status flow node and transition lines.
10. Configure the main navigation bar.

    Click Update Status Flow in the upper right corner to display the navigation for optimal work item transition. Drag nodes on the navigation bar to adjust their sequence.

    The default To Do and Done nodes cannot be dragged. If Transition from Any Status to This Status is enabled for a status flow node, you can drag the node on the main navigation bar. If Transition from Any Status to This Status is disabled and there is no transition line between the two statuses, the nodes cannot be dragged together, and the message This status cannot be transitioned. Orchestrate statuses again. is displayed.

11. Click OK. A message is displayed, indicating that the update is successful. Go to the work item details page to view the status flow configuration.

Customizing an R&D Requirement (IR/US) Status Flow

The following uses the IR status flow as an example. The US status flow configuration is the same.

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work Item.
3. Choose Work Item Management > IR > Status Flow. The IR status flow page is displayed.
4. Click Edit. The IR Status Flow Configuration page is displayed and the IR system status flow list is displayed by default. The first record is the latest status flow, and the current status flow is marked in the list.

5. Copy a status flow.
   • Add a custom status flow by editing a system status flow.

     Edit the system status flow and click Update Status Flow. The system displays a message indicating that the edited system status flow will be copied to generate a custom status flow. Click OK/Save. A custom status flow is added.

   • Add a custom status flow by clicking on the right of a system status flow.

6. Add a node by referring to Adding a Node Status. A maximum of 30 nodes can be added to a workflow.
7. Edit a status node of the status flow. To add a status node to the canvas, select the status on the status menu bar and drag it to the corresponding position.
   1. Select the status node to be edited. The status information page is displayed.
   2. Edit the status information. Suspend/Cancel is disabled by default.

      Take the Analyzing status as an example. If you enable the Suspend/Cancel switch, when an IR enters the Analyzing status, you can click Suspend in the upper right corner of the details page and enter the suspension reason. Then, the requirement enters the Suspended status and is marked as suspended in the requirement list.

      You can unsuspend requirements. Once you unsuspend a requirement, the suspension flag on the requirement name disappears. Click Cancel Suspension in the upper right corner of the details page to continue the process.

   3. Edit the status configuration.
      • You can configure Transition from Any Status to This Status. If the switch is enabled, any status can transit to this status.
      • Field Configuration is enabled by default. If it is disabled, fields cannot be edited.
      • Each type of status node has default fields. To add more fields, click Add Field. The Add Field page is displayed. Select a field from the drop-down list. The description of the field is displayed. Enter the default value.

        Table 9 Adding a field

        Parameter	Description
        Field Name	Mandatory. Select a field from the drop-down list. If no field is available, click Add Field and then add one.
        Description	After a field is selected, its description is automatically displayed.
        Default Value	Optional. It indicates the default value of the selected field.
        Display During Creation	Optional. Set whether to display the field on the work item creation page. The field is enabled by default.
        Required	Optional. Whether the field is mandatory during work item transfer. By default, the field is optional.
        Baselined	1. Set whether the field is a baselined in the workflow. Baselined fields are marked with and cannot be modified. 2. Baselined fields in the baselined work item can be modified only after the change review is passed.

      • Configure field editing restriction rules. The current owner is allowed to edit fields by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used.

        OR logic: The operator can edit certain fields if they meet any one of the following conditions.

        And: The operator must meet all of the following conditions to edit certain fields. Initially, all roles are selected by default.

        1. Condition 1: Has the Edit permission for the current work item type.
           • If the operation is performed in the Responsible Project, the system checks whether the operator has the edit permission in the responsible project.
           • If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has the edit permission in the Proposing Project.
        2. Condition 2: Belongs to the roles selected in the list below (each field will check roles separately).

        

      • Configure a field.

        Table 10 Fields

        Field	Description
        Visible	Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
        Editable	Set whether the field is editable in a work item of the current status.
        Required	Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
        Role	Select roles from the drop-down list. Available options include temporary roles and project roles. The selected roles are used to verify field editing permissions. NOTE: If Display or Editable is set to No, role configuration does not take effect, and the selected roles are grayed out. Options: Only the temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.

8. Edit a transition line.
   1. Click a status flow transition line. The Transition Line Information page is displayed.
   2. Set the transition line information.

      The transition line information area displays the Start Status, Target Status, Transition Line Name (which is an operation button on the details page and can be edited), and Set as primary transfer parameters. Set as primary transfer is disabled by default. If the transition is set as the main transition, it is displayed as a main blue button on the work item details page to prompt users to perform the best operation during the transition. Other transitions are displayed as gray buttons. The following figure shows the transition line name displayed on the work item details page.

      

   3. Configure pre-transition verification. The transition can be performed only when the verification items meet the requirements. The verification items are as follows.

      Table 11 Pre-transition verification

      Verification Item	Description
      Verify Operation Permission	Configure status transition restriction rules. The current owner is allowed to perform status transitions by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used. OR logic: The operator can perform the status transition if they meet any one of the following conditions. And: The operator must meet all of the following conditions to perform the status transition. Condition 1: Has permission to set the status for the current work item type. Permission verification is performed based on the project where the status transition is initiated: If the operation is performed in the Responsible Project, the system checks whether the operator has permission to set work item status in the responsible project. If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has permission to set work item status in Proposing Project. Condition 2: Belongs to one of the following roles. Select roles from the drop-down list. Available options include temporary roles and project roles. Available roles: Only temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
      Validate Field Information	Optional. This verification is required by default. You can also disable it. If you enable the option, click Add Fields. On the Add Fields page, select the field to be added, set Field Value, and click OK.
      Verifying Associate Item Information	Optional. This verification is required by default. You can also disable it. If you enable this option, click Add Associated Items. On the Add Associated Items page, select the desired associated items, select Condition (None by default), and click OK.

   4. Configure the in-transition page.

      Configure additional information that must be entered during status transition to proceed. The In-transition GUI Config switch is enabled by default and can be disabled. If the switch is enabled, click Add Field. The Add Field dialog box is displayed. Select the field to be added from the drop-down list and click OK. The field is displayed in the field list.

      

      If Mandatory is selected when a field is added, the field name in the field list is marked with an asterisk (*).

   5. Configure the post-transition action.

      After the transition is successfully executed, the configured post-transition actions are automatically executed. Configure the post-transition actions as follows.

      Table 12 Configuration items for post-transition actions

      Configuration Item	Description
      Update fields	Update the value of a specified field after the successful transition. Click Add Post Action. The Add Post Action window is displayed. Select Update fields and click OK. In the Add Field window, select the field to be added in the Select Field text box. Set the judgment condition and default value for the selected field. Click OK. The field will be displayed in the post-transition action list.
      Baseline-related operations	Update the baseline status of the target object after the transition is successful. If the current baseline status of the target object is the same as the updated baseline status after the transition is successful, this post-action will not be executed. For example, if Baseline current work item is selected for a baselined work item, this action will not be executed. Click Add Post Action. The Add Post Action window is displayed. Select Baseline related operations and click OK. The Baseline related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Baseline current work item: This action is performed only when both of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. Cancel baseline current work item: This action is performed only when all of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. When a work item belongs to a sprint, the sprint is not baselined. When a work item does not belong to any sprint but belongs to a release, the release is not baselined. Baseline correlation: This action is performed only when both of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. Cancel baseline association: This action is performed only when all of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. When an associated work item belongs to a sprint, the sprint is not baselined. When an associated work item does not belong to any sprint but belongs to a release, the release is not baselined. Set Description. Click OK. The baseline operation will be displayed in the post-transition action list.
      Snapshot-related operations	After the transition is successful, take a snapshot of the current work item or associated item. Click Add Post Action. The Add Post Action window is displayed. Select Snapshot related operations and click OK. The Snapshot related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Take a snapshot of the current work item Take a snapshot of associated work items If you select Take a snapshot of associated work items, select the type of the work item to be associated from the Associated work item types for snapshotting drop-down list. Set Description. Click OK. The snapshot operation will be displayed in the post-transition action list.

9. (Optional) If you add a node to the canvas, draw connection lines using the mouse and enter the transition line name. Repeat steps 7 to 8 to edit the status flow node and transition lines.
10. Configure the main navigation bar.

    Click Update Status Flow in the upper right corner to display the navigation for optimal work item transition. Drag nodes on the navigation bar to adjust their sequence.

    The default To Do and Done nodes cannot be dragged. If Transition from Any Status to This Status is enabled for a status flow node, you can drag the node on the main navigation bar. If Transition from Any Status to This Status is disabled and there is no transition line between the two statuses, the nodes cannot be dragged together, and the message This status cannot be transitioned. Orchestrate statuses again. is displayed.

11. Click OK. A message is displayed, indicating that the update is successful. Go to the work item details page to view the status flow configuration.

Customizing a Task Status Flow

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work Item.
3. Choose Work Item Management > Task > Status Flow. The task status flow page is displayed.
4. Click Edit. The Task Status Flow Configuration page is displayed and the task system status flow list is displayed by default. The first record is the latest status flow, and the current status flow is marked in the list.
5. Copy a status flow.
   • Add a custom status flow by editing a system status flow.

     Edit the system status flow and click Update Status Flow. The system displays a message indicating that the edited system status flow will be copied to generate a custom status flow. Click OK/Save. A custom status flow is added.

   • Add a custom status flow by clicking on the right of a system status flow.

6. Add a node by referring to Adding a Node Status. A maximum of 30 nodes can be added to a workflow.
7. Edit a status node of the status flow. To add a status node to the canvas, select the status on the status menu bar and drag it to the corresponding position.
   1. Select the status node to be edited. The status information page is displayed.
   2. Edit the status information. Suspend/Cancel is disabled by default.

      Take the Processing status as an example. If you enable the Suspend/Cancel switch, when a task enters the Processing status, you can click Suspend in the upper right corner of the details page and enter the suspension reason. Then, the feature enters the Suspended status and is marked as suspended in the task list.

      Figure 2 Suspended task
      

      You can unsuspend tasks. Once a task is unsuspended, the suspension flag on the task name disappears. Click Cancel Suspension in the upper right corner of the details page to continue the process.

   3. Edit the status configuration.
      • You can configure Transition from Any Status to This Status. If the switch is enabled, any status can transit to this status.
      • Field Configuration is enabled by default. If it is disabled, fields cannot be edited.
      • Each type of status node has default fields. To add more fields, click Add Field. The Add Field page is displayed. Select a field from the drop-down list. The description of the field is displayed. Enter the default value.

        Table 13 Adding a field

        Parameter	Description
        Field Name	Mandatory. Select a field from the drop-down list. If no field is available, click Add Field and then add one.
        Description	After a field is selected, its description is automatically displayed.
        Default Value	Optional. It indicates the default value of the selected field.
        Display During Creation	Optional. Set whether to display the field on the work item creation page. The field is enabled by default.
        Required	Optional. Whether the field is mandatory during work item transfer. By default, the field is optional.
        Baselined	1. Set whether the field is a baselined in the workflow. Baselined fields are marked with and cannot be modified. 2. Baselined fields in the baselined work item can be modified only after the change review is passed.

      • Configure field editing restriction rules. The current owner is allowed to edit fields by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used.

        OR logic: The operator can edit certain fields if they meet any one of the following conditions.

        And: The operator must meet all of the following conditions to edit certain fields. Initially, all roles are selected by default.

        1. Condition 1: Has the Edit permission for the current work item type.
           • If the operation is performed in the Responsible Project, the system checks whether the operator has the edit permission in the responsible project.
           • If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has the edit permission in the Proposing Project.
        2. Condition 2: Belongs to the roles selected in the list below (each field will check roles separately).

        

      • Configure a field.

        Table 14 Fields

        Field	Description
        Visible	Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
        Editable	Set whether the field is editable in a work item of the current status.
        Required	Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
        Role	Select roles from the drop-down list. Available options include temporary roles and project roles. The selected roles are used to verify field editing permissions. NOTE: If Display or Editable is set to No, role configuration does not take effect, and the selected roles are grayed out. Options: Only the temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.

8. Edit a transition line.
   1. Click a status flow transition line. The Transition Line Information page is displayed.
   2. Set the transition line information.

      The transition line information area displays the Start Status, Target Status, Transition Line Name (which is an operation button on the details page and can be edited), and Set as primary transfer parameters. Set as primary transfer is disabled by default. If the transition is set as the main transition, it is displayed as a main blue button on the work item details page to prompt users to perform the best operation during the transition. Other transitions are displayed as gray buttons. The following figure shows the transition line name displayed on the work item details page.

      

   3. Configure pre-transition verification. The transition can be performed only when the verification items meet the requirements. The verification items are as follows.

      Table 15 Pre-transition verification

      Verification Item	Description
      Verify Operation Permission	Configure status transition restriction rules. The current owner is allowed to perform status transitions by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used. OR logic: The operator can perform the status transition if they meet any one of the following conditions. And: The operator must meet all of the following conditions to perform the status transition. Condition 1: Has permission to set the status for the current work item type. Permission verification is performed based on the project where the status transition is initiated: If the operation is performed in the Responsible Project, the system checks whether the operator has permission to set work item status in the responsible project. If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has permission to set work item status in Proposing Project. Condition 2: Belongs to one of the following roles. Select roles from the drop-down list. Available options include temporary roles and project roles. Available roles: Only temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
      Validate Field Information	Optional. This verification is required by default. You can also disable it. If you enable the option, click Add Fields. On the Add Fields page, select the field to be added, set Field Value, and click OK.
      Verifying Associate Item Information	Optional. This verification is required by default. You can also disable it. If you enable this option, click Add Associated Items. On the Add Associated Items page, select the desired associated items, select Condition (None by default), and click OK.

   4. Configure the in-transition page.

      Configure additional information that must be entered during status transition to proceed. The In-transition GUI Config switch is enabled by default and can be disabled. If the switch is enabled, click Add Field. The Add Field dialog box is displayed. Select the field to be added from the drop-down list and click OK. The field is displayed in the field list.

      

      If Mandatory is selected when a field is added, the field name in the field list is marked with an asterisk (*).

   5. Configure the post-transition action.

      After the transition is successfully executed, the configured post-transition actions are automatically executed. Configure the post-transition actions as follows.

      Table 16 Configuration items for post-transition actions

      Configuration Item	Description
      Update fields	Update the value of a specified field after the successful transition. Click Add Post Action. The Add Post Action window is displayed. Select Update fields and click OK. In the Add Field window, select the field to be added in the Select Field text box. Set the judgment condition and default value for the selected field. Click OK. The field will be displayed in the post-transition action list.
      Baseline-related operations	Update the baseline status of the target object after the transition is successful. If the current baseline status of the target object is the same as the updated baseline status after the transition is successful, this post-action will not be executed. For example, if Baseline current work item is selected for a baselined work item, this action will not be executed. Click Add Post Action. The Add Post Action window is displayed. Select Baseline related operations and click OK. The Baseline related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Baseline current work item: This action is performed only when both of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. Cancel baseline current work item: This action is performed only when all of the following conditions are met: The work item is not under a baseline review. The work item is not under a change review. When a work item belongs to a sprint, the sprint is not baselined. When a work item does not belong to any sprint but belongs to a release, the release is not baselined. Baseline correlation: This action is performed only when both of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. Cancel baseline association: This action is performed only when all of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. When an associated work item belongs to a sprint, the sprint is not baselined. When an associated work item does not belong to any sprint but belongs to a release, the release is not baselined. Set Description. Click OK. The baseline operation will be displayed in the post-transition action list.
      Snapshot-related operations	After the transition is successful, take a snapshot of the current work item or associated item. Click Add Post Action. The Add Post Action window is displayed. Select Snapshot related operations and click OK. The Snapshot related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Take a snapshot of the current work item Take a snapshot of associated work items If you select Take a snapshot of associated work items, select the type of the work item to be associated from the Associated work item types for snapshotting drop-down list. Set Description. Click OK. The snapshot operation will be displayed in the post-transition action list.

9. (Optional) If you add a node to the canvas, draw connection lines using the mouse and enter the transition line name. Repeat steps 7 to 8 to edit the status flow node and transition lines.
10. Configure the main navigation bar.

    Click Update Status Flow in the upper right corner to display the navigation for optimal work item transition. Drag nodes on the navigation bar to adjust their sequence.

    The default To Do and Done nodes cannot be dragged. If Transition from Any Status to This Status is enabled for a status flow node, you can drag the node on the main navigation bar. If Transition from Any Status to This Status is disabled and there is no transition line between the two statuses, the nodes cannot be dragged together, and the message This status cannot be transitioned. Orchestrate statuses again. is displayed.

11. Click OK. A message is displayed, indicating that the update is successful. Go to the work item details page to view the status flow configuration.

Customizing a Bug Status Flow

Work items submitted to other projects use the status flow configuration of the responsible project.

1. Access the CodeArts Req homepage.
2. Go to a project and choose Settings > Work Item.
3. Choose Work Item Management > Bug > Status Flow. The bug status flow page is displayed.
4. Click Edit. The Bug Status Flow Configuration page is displayed and the bug system status flow list is displayed by default. The first record is the latest status flow, and the current status flow is marked in the list.

5. Copy a status flow.
   • Add a custom status flow by editing a system status flow.

     Edit the system status flow and click Update Status Flow. The system displays a message indicating that the edited system status flow will be copied to generate a custom status flow. Click OK/Save. A custom status flow is added.

   • Add a custom status flow by clicking on the right of a system status flow.

6. Add a node by referring to Adding a Node Status. A maximum of 30 nodes can be added to a workflow.
7. Edit a status node of the status flow. To add a status node to the canvas, select the status on the status menu bar and drag it to the corresponding position.
   1. Select the status node to be edited. The status information page is displayed.
   2. Edit the status information. You can set Suspend/Cancel and whether to allow operations by the proposing project. Whether to allow operations by the proposing project: This controls whether members of the Proposing project can edit, suspend, unsuspend, and change work item status.

      Take the Analyzing status as an example. If you enable the Suspend/Cancel switch, when a bug enters the Analyzing status, you can click Suspend in the upper right corner of the details page and enter the suspension reason. Then, the bug enters the Suspended status and is marked as suspended in the bug list.

      You can unsuspend bugs. Once you unsuspend a bug, the suspension flag on the bug name disappears. Click Cancel Suspension in the upper right corner of the details page to continue the process.

   3. Edit the status configuration.
      • Field Configuration is enabled by default. If it is disabled, fields cannot be edited.
      • Each type of status node has default fields. To add fields, click Add Field. The Add Field page is displayed. Select a field from the drop-down list. The description of the field is displayed. Enter the default value.

        Table 17 Adding a field

        Parameter	Description
        Field Name	Mandatory. Select a field from the drop-down list. If no field is available, click Add Field and then add one.
        Description	After a field is selected, its description is automatically displayed.
        Default Value	Optional. It indicates the default value of the selected field.
        Display During Creation	Optional. Set whether to display the field on the new page. The field is enabled by default.
        Required	Optional. Whether the field is mandatory during work item transfer. By default, the field is optional.

      • Configure field editing restriction rules. The current owner is allowed to edit fields by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used.

        OR logic: The operator can edit certain fields if they meet any one of the following conditions.

        And: The operator must meet all of the following conditions to edit certain fields. Initially, all roles are selected by default.

        1. Condition 1: Has the Edit permission for the current work item type.
           • If the operation is performed in the Responsible Project, the system checks whether the operator has the edit permission in the responsible project.
           • If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has the edit permission in the Proposing Project.
        2. Condition 2: Belongs to the roles selected in the list below (each field will check roles separately).

        

      • Configure a field.

        Table 18 Fields

        Field	Description
        Visible	Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
        Editable	Set whether the field is editable in a work item of the current status.
        Required	Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
        Role	Select roles from the drop-down list. Available options include temporary roles and project roles. The selected roles are used to verify field editing permissions. NOTE: If Display or Editable is set to No, role configuration does not take effect, and the selected roles are grayed out. Options: Only the temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
        Controlled or Not	Set whether a field is controlled in the current status node. Controlled fields of the work item under review cannot be edited until the review is finished.

8. Edit a transition line.
   1. Click a status flow transition line. The Transition Line Information page is displayed.
   2. Set the transition line information.

      The transition line information area displays the Start Status, Target Status, Transition Line Name (which is an operation button on the details page and can be edited), and Set as primary transfer parameters. Set as primary transfer is disabled by default. If the transition is set as the main transition, it is displayed as a main blue button on the work item details page to prompt users to perform the best operation during the transition. Other transitions are displayed as gray buttons. The following figure shows the transition line name displayed on the work item details page.

      

   3. Configure pre-transition verification. The transition can be performed only when the verification items meet the requirements. The verification items are as follows.

      Table 19 Pre-transition verification

      Verification Item	Description
      Verify Operation Permission	Configure status transition restriction rules. The current owner is allowed to perform status transitions by default and is not subject to permission checks. Select AND or OR when setting the rules. By default, the OR logic is used. OR logic: The operator can perform the status transition if they meet any one of the following conditions. And: The operator must meet all of the following conditions to perform the status transition. Condition 1: Has permission to set the status for the current work item type. Permission verification is performed based on the project where the status transition is initiated: If the operation is performed in the Responsible Project, the system checks whether the operator has permission to set work item status in the responsible project. If the operation is performed in Proposing Project (operations by the proposing project must be allowed), the system checks whether the operator has permission to set work item status in Proposing Project. Condition 2: Belongs to one of the following roles. Select roles from the drop-down list. Available options include temporary roles and project roles. Available roles: Only temporary roles and project roles of the project to which the current status flow belongs are available. Verification rules: For operations in the Responsible Project: All selected roles take effect. For operations in the Proposing Project: Only temporary roles take effect. Project roles are not included in the verification.
      Validate Field Information	Optional. This verification is required by default. You can also disable it. If you enable the option, click Add Fields. On the Add Fields page, select the field to be added, set Field Value, and click OK.
      Verifying Associate Item Information	Optional. This verification is required by default. You can also disable it. If you enable this option, click Add Associated Items. On the Add Associated Items page, select the desired associated items, select Condition (None by default), and click OK.

   4. Configure the in-transition page.

      Configure additional information that must be entered during status transition to proceed. The In-transition GUI Config switch is enabled by default and can be disabled. If the switch is enabled, click Add Field. The Add Field dialog box is displayed. Select the field to be added from the drop-down list and click OK. The field is displayed in the field list.

      Click Submit to Fix. The required fields are displayed, as shown in the following figure.

      

      If Mandatory is selected when a field is added, the field name in the field list is marked with an asterisk (*).

   5. Configure the post-transition action.

      After the transition is successfully executed, the configured post-transition actions are automatically executed. Configure the post-transition actions as follows.

      Table 20 Configuration items for post-transition actions

      Configuration Item	Description
      Update fields	Update the value of a specified field after the successful transition. Click Add Post Action. The Add Post Action window is displayed. Select Update fields and click OK. In the Add Field window, select the field to be added in the Select Field text box. Set the judgment condition and default value for the selected field. Click OK. The field will be displayed in the post-transition action list.
      Baseline-related operations	Update the baseline status of the target object after the transition is successful. If the current baseline status of the target object is the same as the updated baseline status after the transition is successful, this post-transition action will not be executed. For example, if Baseline current work item is selected for a baselined work item, this action will not be executed. CAUTION: For RRs and bugs in IPD-system device projects and IPD-standalone software projects, you cannot baseline or unbaseline the current work item. If the selected associated work item type contains such work items, the related post-transition action will not succeed. For IPD-self-operated software/cloud service projects, you cannot add Baseline-related operations as post-transition actions. Click Add Post Action. The Add Post Action window is displayed. Select Baseline related operations and click OK. The Baseline related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Baseline correlation: This action is performed only when both of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. Cancel baseline association: This action is performed only when all of the following conditions are met: The associated work item is not under a baseline review. The associated work item is not under a change review. When an associated work item belongs to a sprint, the sprint is not baselined. When an associated work item does not belong to any sprint but belongs to a release, the release is not baselined. Set Description. Click OK. The baseline operation will be displayed in the post-transition action list.
      Snapshot-related operations	After the transition is successful, take a snapshot of the current work item or associated item. Click Add Post Action. The Add Post Action window is displayed. Select Snapshot related operations and click OK. The Snapshot related operations window is displayed. Select the desired operation from the Perform operations drop-down list. Take a snapshot of the current work item Take a snapshot of associated work items If you select Take a snapshot of associated work items, select the type of the work item to be associated from the Associated work item types for snapshotting drop-down list. Set Description. Click OK. The snapshot operation will be displayed in the post-transition action list.

9. (Optional) If you add a node to the canvas, draw connection lines using the mouse and enter the transition line name. Repeat steps 7 to 8 to edit the status flow node and transition lines.
10. Configure the main navigation bar.

    Click Update Status Flow in the upper right corner to display the navigation for optimal work item transition. Drag nodes on the navigation bar to adjust their sequence.

    The default To Do and Done nodes cannot be dragged. If there is no transition line between two statuses, the nodes cannot be dragged together, and the message This status cannot be transitioned. Orchestrate statuses again. is displayed.

11. Click OK. A message is displayed, indicating that the update is successful. Go to the work item details page to view the status flow configuration.