Overview
The issue workflow management system allows administrators to define custom workflows for handling issues. Workflows consist of a series of statuses and transitions that guide the issue resolution process, ensuring flexibility and control over different issue categories.
Status Categories
Each issue status falls into one of the following predefined status categories:
- Open: The issue has been reported and is either awaiting action or is in progress.
- Closed: The issue has been resolved, and all work is completed.
- Cancelled: The issue has been closed without completion.
These categories enable consistent reporting across different workflows.
Status Management
Statuses represent specific stages within an issue workflow. Administrators can manage a centralized list of statuses under Settings > Issues > Statuses.
Each status includes:
- Name (required, default in English if no translation is provided)
- Status Category (must be one of Open, Closed, or Cancelled)
- Translations (optional, from the system language list)
This centralization encourages reuse, streamlines reporting, and minimizes translation effort.
Workflow Configuration
Administrators can create and manage workflows under Settings > Issues > Workflows. A workflow consists of:
- Name: A unique identifier for the workflow.
- Initial Status: The status assigned to an issue upon creation.
- Transitions: Defined paths between statuses that control how an issue progresses.
Workflow Transitions
Transitions define how an issue moves from one status to another. Each transition consists of:
- Source Status: The status the transition can be applied from.
- Target Status: The destination status after applying the transition.
- Name: A unique, active-verb name (e.g., "Reopen", "Close", "Start Progress").
Assigning Workflows to Issue Categories
Workflows can be assigned to issue categories when they are created or modified. When changing a workflow for an existing category, the system checks for statuses not included in the new workflow. Administrators must map these statuses to valid alternatives before applying the change.
Filtering Issues by Workflow
Filters allow users to refine issue lists and dashboard widgets:
- Status Filter: Displays all available statuses within selected issue categories, grouped by category.
- Transition Filter: Lists workflow transitions for the selected categories, including the system transition "Created."
Permissions
A new permission, "Can manage issue workflows", controls access to workflow configuration. Assigning workflows follows existing issue category management permissions.
Reporting
Workflow configurations and transitions are included in the reporting database. Reporting ensures compatibility with existing data models.
Summary
The issue workflow management system provides enhanced flexibility for managing issue resolution processes. With customizable workflows, administrators can define statuses, transitions, and user permissions while maintaining consistency across different issue categories.