Workflow Customization at a Glance

You can write workflow scripts to customize the Application Lifecycle Management (ALM) user interface, and to control the actions that users can perform.

To customize workflow:

  1. In the Project Customization window, in the left pane, click Workflow. The Workflow page opens.

  2. To customize a Defects module dialog box, click the appropriate Script Generator link on the Workflow page. You need not be familiar with VBScript, or with ALM events and objects to use this feature. For details, see Generate workflow scripts.

  3. To write or modify scripts by entering code into the appropriate event procedures, open the Script Editor. To create workflow scripts, you must be familiar with VBScript. You can open the Script Editor either from a script generator or directly:

    • To write a script that is similar to a script created by a script generator, click the relevant Script Generator link and set the customization you want to perform. Click the Apply & View button on the script generator dialog box. The Script Editor opens to display the scripts that were generated.

    • To create your own scripts, click the Script Editor link. The Script Editor opens to display a Scripts Tree that lists the existing event procedures.

  4. Decide which ALM event should trigger your script. You must place your code in the procedure of the appropriate module and event so that it is invoked for the relevant user action. For details, see Workflow Event Reference.

  5. Decide which ALM objects your script must access. Your script performs customizations based on information obtained from the relevant objects. You customize the workflow by using the methods and properties of the objects. For details, see Workflow Object and Property Reference.

  6. Examine the sample scripts to find one that can be adapted for your use. Sample scripts are provided in this guide and in the Micro Focus Self-solve knowledge base. Scripts generated by the workflow script generators can also be used as a basis for your scripts.

    • For examples of common customizations that can be performed by using workflow scripts, see Workflow Examples and Best Practices.

    • For an index to knowledge base articles that provide examples of workflow scripts, see this KB article.

Tip: Turning off versioning for relevant fields enables workflow scripts and OTA scripts to run without requiring entities to be checked in.