Read this section only if you intend to modify the actions in the default workflows, which are described in
Understanding the Default Workflows. Before proceeding, please read
Action Properties.
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Click
.
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Select the workflow you want to customize from the
Issue Type list.
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Select the state that has the actions you want to modify from the
State list.
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The
Workflows page now illustrates the information you will enter in this procedure:
- All the actions that apply to this state (as they appear in the
ButtonLabel column).
- The state that follows the current state when a given action is taken.
- The reason code for each valid action (if applicable).
Note: The Edit and Reassign actions, which
Issue Manager predefines for all states, cannot be modified and are therefore not shown in the dialog.
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Proceed with tasks as outlined below:
- Add an action for the current state
- Click
Add Action and proceed to step 6.
- Edit an action for the current state
- Select the action you want to edit from the
Button Label column.
- Add a new state to this workflow
- Return to step 3 of
How to Customize workflow states.
- Change the sort order of an action in this workflow
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Click the
Move Up and
Move Down buttons (in the
Actions column) of the action you want to move up or down within the list.
- Delete an action from another workflow
- Click the
Delete button (in the
Actions column) of the action you want to delete. Then click
Yes on the confirmation dialog.
Note:
Issue Manager will delete only those actions that have never been referenced by an issue.
- Modify the actions in another workflow
- Return to step 2.
- Modify the states in another workflow
- Return to step 2 of
How to Customize workflow states.
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Specify or modify the properties of an existing action on the
New Action for State dialog box. Use the information in
Action Properties as a guide.