Requirement workflows

A Requirements workflow is a state transition model in which you define the state that artifacts of a specified type can be in and the actions that users can select to move these artifacts from one state to another. You can find topics that are in a specific state by creating a filter.
You can use the default workflow that comes with the Requirements Management (RM) application or you can create your own custom workflows.
Note: The default workflow is available only in new projects in new installations of IBM® Engineering Requirements Management DOORS® Next (DOORS Next). Workflows are not currently available if you upgrade the RM application from previous versions.

In the default workflow, an artifact begins its life cycle in the New state, but users can select actions that move the artifact to In Progress, Under Review, Approved, Rejected, and Complete. The following diagram shows all the actions and states in the default workflow:

default state diagram

You can use the default workflow as is, or you can modify it for your particular needs.

Associating a workflow with an artifact type

Before you can use the default workflow or a custom workflow, you must first associate the workflow with an artifact type. To make this association:
  1. Click Administration > Manage Project Properties.
  2. In the Artifact Type tab, click an artifact type.
  3. Select a workflow in the Workflow field.

After a workflow is associated with an artifact type, users with the proper permission can select actions that move artifacts through the states that are defined in the workflow.

Creating or modifying workflows

You can create or modify a workflow in the workflow editor. To open the workflow editor, click Administration > Manage This Project Area > Requirements > Workflows. The Requirements - Workflows window appears with on-screen instructions on how to create a workflow.
Tip: Keeping actions and transitions separate provides flexibility for how you define permissions. For example, you can set a permission to control every way to get into a particular state by using a single action for every transition to that state. Then you only have to define the permission once. You can also have different permissions for different ways to get to a given state by using different actions for the different transitions into that state.

Using Workflows

After a work flow is created and is associated with an artifact type, users with the proper permission can use workflows by changing the state of artifacts in the artifact editor and in the Artifacts window.

To change an artifact state in the artifact editor, open the artifact in the artifact editor, click Edit, and in the Overview section of the sidebar, select a state in the State field, as shown in this example:

state field in overview section

To change the artifact state in the Artifacts window, first configure the Artifacts window to display the State column, and then select a state from the State drop down menu, as shown in this example:
state column in artifacts window
Note: The states that appear for selection in the State field and in the State drop down menu are determined by the user's role and the permissions that have been granted to that role.
Tip: You can create a filter that displays artifacts that are in a specific state, as shown in this example:
filter by attribute graphic

Workflow Permissions

By setting permissions on workflow actions, you can control which user roles can move or transition an artifact to a particular state. To set permissions for workflow actions:
  1. From the Administration menu, click Manage this project area.
  2. Click the project name.
  3. Click Permissions.
  4. Select a role.
  5. Expand Modify Requirements Resources > Save artifact > Modify artifact > Trigger a workflow action and under the work flow name, click either the Grant access button or the Revoke access buttons for a particular action.
Note: You can also set permissions that define which roles can modify artifact content, attributes, and tags in each state of a workflow.

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