Configuring workflow events

Events are actions that can be performed on items depending on the current workflow state. For example, an Assign event can assign an item to a user. Some events are performed by users and others may be performed automatically by Helix ALM depending on the project configuration.

Events are available in the Workflow menu and Workflow Events toolbar (desktop client only).

Adding an event to an item may open an event dialog box where users can enter information about work completed, work another team member should complete, or additional information about the item. All event information is tracked on the item Workflow tab. See Viewing workflow event history.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an Item type.

3. Click the Events tab.

4. Click Add to create an event. See Adding workflow events.

5. Select an event and click Edit to change it. See Editing workflow events.

6. Select an event and click Top, Move Up, Move Down, or Bottom to reorder the list. Events are displayed in menus in the same order.

7. Select an event and click Inactivate to inactivate if it is no longer used. See Inactivating workflow events.

8. Select an event and click Delete to delete it. See Deleting workflow events.

9. Click OK to save the changes.