[#75287] 17.5 Workflows changes https://community.openproject.org/wp… (#23353)
* [#75287] 17.5 Workflows changes https://community.openproject.org/wp/75287 [#75287] 17.5 Workflows changes https://community.openproject.org/wp/75287 * [#75287] 17.5 Workflows changes https://community.openproject.org/wp/75287 [#75287] 17.5 Workflows changes https://community.openproject.org/wp/75287 * Update README.md * Update docs/system-admin-guide/manage-work-packages/work-package-workflows/README.md Co-authored-by: Oliver Günther <o.guenther@openproject.com> --------- Co-authored-by: Maya Berdygylyjova <MayaBerd@users.noreply.github.com> Co-authored-by: as-op <a.sandorf@openproject.com> Co-authored-by: Oliver Günther <o.guenther@openproject.com>
@@ -17,7 +17,7 @@ This means, a certain type of work package, e.g. a Task, can have the following
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To edit a workflow, navigate to *Administration → Work packages → Workflows*. You will see an overview of all available work package types.
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Select the type of work package for which you want to edit the workflow, e.g. *Task*.
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@@ -25,9 +25,15 @@ Once opened, you can configure workflows for this type:
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1. Choose whether you want to edit default transitions, or transitions when a user is the **author** or **assignee** using the tabs at the top of the page.
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2. Select the **role** for which you want to configure the workflow. The workflow table will update automatically when switching roles.
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2. Select the **role** or **roles** for which you want to configure the workflow from the select panel. The workflow table will update automatically when switching roles. The role panel will also update to reflect the selected number of roles. When multiple roles are selected, the checkboxes of the workflow table assign transitions for all. When only some of the selected roles have the transition, the checkboxes are marked as partial.
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3. Define which **statuses** are available for this type:
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- Click **+ Status** to add or remove statuses.
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@@ -66,15 +72,14 @@ You will then be able to select which existing workflow should be copied to sele
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You can also copy to other roles by selecting a role or multiple target roles from the drop-down list.
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You can also choose to use the workflows for the source type and role as the blueprint for multiple target types at the same time.
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@@ -84,11 +89,11 @@ The copy of a workflow can later on be altered to better reflect the desired tra
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You can get a summary of the allowed status transitions of a work package type for a role by clicking on **Summary** in the workflow overview.
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You will then view a summary of all the workflows. The number of possible status transitions for each type and role are shown in a matrix.
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> [!TIP]
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> For more examples on using workflows in OpenProject take a look at [this blog article](https://www.openproject.org/blog/status-and-workflows/).
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