Configuring workflow transitions

Transitions specify the initial state when an item is created, and the events that can be added to items in each state. Transitions help enforce the workflow by enabling events in menus and toolbars based on the current state of the item.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an Item type.

3. Click the Transitions tab.

4. Select the Initial State for new items added to the project.

5. Click Edit in the State Transitions area to change the available events for each state. See Editing workflow transitions.

6. Click Edit in the Event Resulting States area to change the resulting states for each event. These are the same resulting states selected in the Add or Edit Event dialog box. See Editing resulting states for workflow events.

7. Click Print in the State Transitions or Event Resulting States areas to print the transitions or resulting states.

8. Click OK to save the changes.

When changes are saved, Helix ALM automatically evaluates the workflow to check for potential problems. Take the time to resolve any problems to ensure the workflow is configured correctly. See Resolving workflow problems.