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Custom workflow for defect based on a role

Steve Eisenreich (1645) | asked Sep 04 '14, 9:15 a.m.
Is it possible to have different workflow for a defect in RTC dependent on the user’s role? For example: we want testers to follow a specific workflow for defect status (for example: Open>In Analysis>Fixed>Retest>Closed), but we want others in a higher role (such as Defect Manager) to not be restricted to following the workflow state transitions defined in the defect workflow. Can that be done?

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Alex Akilov (1211924) | answered Sep 04 '14, 9:18 a.m.
 I don't know if there is a way to do that but you could restrict what role is allowed to perform a particular transition (e.g. Close).  You can then define your workflow so that each state can transition to close but only the Defect Manager has permission to make that transition.

Ralph Schoon commented Sep 04 '14, 9:32 a.m.


a work item type can only have one general workflow. This means, you would have to use permissions to deny specific roles certain transitions like Alex suggests. You could use advisers (preconditions) as well, but that would be more complex than using permissions to change a state.

Rob Earns commented Sep 05 '14, 11:40 a.m. | edited Sep 05 '14, 7:03 p.m.

Can you be more specific about how to restrict what role is allowed to perform a particular transition? I don't see how to do this either from the web client or the eclipse client.

Ralph Schoon commented Sep 08 '14, 2:07 a.m.

Please have a look at Lab 3.

In the Web UI you can find the permissions to trigger a workflow action in:
Permissions>Work Items>Save Work Item>Trigger Workflow Action

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Rob Earns (1014) | answered Sep 08 '14, 4:43 p.m.

Thanks for the quick replies. Is my understanding below correct?

 So if we want the Defect Manager role to be able to go from New to Closed, then we would have to make it a valid transisition from New to Closed - but then disable this transistion for all other roles, and enable it for Defect Manager using the Trigger a Workflow Action you described.
But in the bigger picture, if what we actually want is that Defect Manager can disregard all transition rules and go from any state to any state, then we would have to set up transistions from ALL possible states - to ALL possible states, and then set enable/disable for the 'Trigger a workflow action' for every one of those for EACH role in the project.

Ralph Schoon commented Sep 09 '14, 2:25 a.m.

Yes. Any user HAS to follow the workflow. You select an action if you want to go from a state to another. You can not just set the state. At least not in the UI, and the API call to do it is deprecated.

Rob Earns commented Sep 09 '14, 9:38 a.m.

Perfect.  Thanks Alex! Thanks Ralph!

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