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Losing workflow step when changing project

Last post 09-02-2008, 10:24 AM by Tom Harder. 7 replies.
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  •  06-15-2006, 1:33 AM 7362

    Losing workflow step when changing project

    Hello,

    I am currently trialing the product for a 100 user implementation and I have the following problem:

    When I move a Feature from one project to another I lose the workflow step and it resets the step to the first one in the sequence. The scenario I am trying to create is that I want to move a Feature from a workflow step of "in progress" to another project and maintain the workflow step "in progress". I also want to maintain the workflow process so that when a feature is edited it maintains the rules I specified in the workflow (E.g. a feature must go from new to in progress to complete)
     
    Settings:
    Parent Project =  "Parent Project"
    First Child Project  of "Parent Project" = "Child Project A"
    Second Child Project  of "Parent Project" = "Child Project B"
     
    Workflow Settings for "Parent Project"
    Use selected workflow settings "mark workflow"
    Enforce workflow step for selection items (ticked)
    Restrict new items to selected workflow step (ticket)
    Place new items into (Feature New)
    Items moved into project are placed into (CR New)
     
    Workflow Settings for "Child Project A"
    Use selected workflow settings "mark workflow"
    Enforce workflow step for selection items (ticked)
    Restrict new items to selected workflow step (unchecked)
    Place new items into (Feature New)
    Items moved into project are placed into (CR New)
     
    Workflow Settings for "Child Project B"
    Use selected workflow settings "mark workflow"
    Enforce workflow step for selection items (ticked)
    Restrict new items to selected workflow step (unchecked)
    Place new items into (Feature New)
    Items moved into project are placed into (CR New)
     
    Scenario.
    1. Create a new feature in "Child Project A"
    2. Set workflow step to "In Progress"
    3. Drag or edit the feautre and change project to "Child Project B"
    The workflow step is lost.
     
    What am I doing wrong, how do I maintain the status yet enforce the workflow steps?
     
    Thanks,
    Mark
  •  06-16-2006, 2:29 PM 7363 in reply to 7362

    RE: Losing workflow step when changing project
    When moving the items between the two projects:
    -Is the workflow the same for these two projects or is it different Workflows assigned to these projects?
    Dragan Marceta
    www.Axosoft.com
  •  06-19-2006, 1:09 AM 7364 in reply to 7362

    RE: Losing workflow step when changing project
    The workflow is the same.
  •  06-19-2006, 12:27 PM 7365 in reply to 7362

    RE: Losing workflow step when changing project
    I was pretty sure I had reported this as a bug, but looking through my old posts, I don't see it. We've had this same problem for some time. If I edit a defect, and change the project in the dialog, the workflow step is lost (set to "no workflow step"). If I drag-n-drop a defect to another project, the workflow step is not lost.

    Thanks,
    Greg
  •  06-20-2006, 8:50 AM 7366 in reply to 7362

    RE: Losing workflow step when changing project
    I am testing this scenario on OnTime 2006 version 6.1.1.6338, and if I change the project under the edit item window, the workflow step changes to the step that I have specified when moving new items into the project. This behavior is by design; the only time I was able to get no workflow steps was when I changed the project that didn’t have a workflow step process assigned.

    Thank you,
    Axosoft Support

    Dragan Marceta
    www.Axosoft.com
  •  06-20-2006, 8:54 AM 7367 in reply to 7362

    RE: Losing workflow step when changing project
    Axosoft support have confirmed that this is infact a defect. The only way to avoid losing the workflow step is to drag the project or use the multi edit.
  •  08-28-2008, 9:11 AM 16584 in reply to 7367

    Re: RE: Losing workflow step when changing project
    I am using OnTime 2008.  Changing the project for any defect, all falling in projects that have the same workflow, changes the workflow step no matter how I change the defect -- drag-drop, or multiedit, or opening the defect first.
  •  09-02-2008, 10:24 AM 16603 in reply to 16584

    Re: RE: Losing workflow step when changing project

    Hello Karl,

    There's some new options in OnTime 2008 which allow you to allow the items to retain their workflow step when moved between projects.

    For example, edit one of your destination projects(or the All Projects level if you're inheriting settings down throughout your projects), and go to "Workflow Settings>Defects" You'll see an option labeled 'Keep moved item in workflow step if using same workflow'. make sure this option is checked for the destination project(s), and your Defects should retain their workflow step if moved into the project(s).

    Let me know what you find and if you have any further questions.


    Thank you,

    Tom Harder
    Axosoft Support
    support@axosoft.com
    1.800.653.0024 option 3
    --'Fear the Bug' Podcast--
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