Open topic with navigation

Moving Helix ALM items through the workflow

Helix ALM workflows define the path that issues, test cases, and test runs take from the time they are created until they are completed and closed. As you work on items, add workflow events to move them through their lifecycle and describe the work you completed, work that another team member needs to complete, or additional information about the item.

For example, you can enter an Assign event to assign an item to another user who is responsible for working on it. When work is complete, the assigned user adds the appropriate event to record their work and the item moves to the next step, or state, in the workflow.

Information about an item's current state and assignment information is displayed in the item Status field.

Note: The events and fields you use may be different depending on your team's workflow, but the steps to add events are similar.

1. Right-click an item in a list window and choose an event. For example, choose Assign to assign an issue to another user. The available events depend on the item's current state and workflow configuration.

The event dialog box opens.

2. Enter or select the event information.

All events include the following fields..

• By—Defaults to the logged in user, but you can select another user.
• Date—Defaults to the current date and time, but you can enter or select another date and time.
• Notes—Provides additional information about the event. Provide as much detail as possible to help users understand the work associated with the event.

3. Click OK to add the event to the item.

The item status may change based on the event type.