Share this page
Editing the 1. New Step
Step “1. New” is always processed by someone in the product management group. The user who accepts responsibility at this step must set the Type to either suggestion or defect.
From step “1. New”, there are two possible transitions: defects go directly to the engineering manager (EM) for assignment, while suggestions go to the product manager (PM) for evaluation first.
In this example, the transition to step “2. PM Evaluation” is conditional, based on Type = Suggestion and using the default <otherwise> condition for the transition to step “3. EM Processing”. Implementing an <otherwise> condition assures that an item can always transition to some next step.
At runtime, the user will be presented with a single choice for the next step. If the item is a suggestion, the only choice will be to proceed to step 2. If the item is anything other than a suggestion (a defect), the only choice will be to proceed to step 3.
Try editing this step on your own from the following summary.
| Tab | Field | Value |
|---|---|---|
| General | Step Name | 1. New
|
| General | Limit Step Duration | Selected
|
| General | Duration | 4 days
|
| General | Relative To | <Leave blank>
|
| Participants | Notification Type | Random
|
| To | To | Product Management group
|
| Participants | Authorized |
Reference to current value of Responsibility property. |
| Exception Notification | To | PM
|
| Step Notification | Importance | Normal
|
| Step Notification | Notification Interval | 12 hours
|
| Step Notification | Subject | <Leave blank> to use the default step notification message.
|
| Step Notification | Body | <Leave blank> to use the default step notification message.
|
| Form Options | Field Name | Platform
|
| Form Options | Setting | Required
|
| Status Notification | To | <Leave blank>
|
| Next Steps | Condition | Type
|
| Next Steps | Value: | Suggestion
|
| Next Steps | Next Steps | 2. PM Evaluation
|
| Next Steps | Condition | <otherwise>
|
| Next Steps | Next Steps | 3. EM Processing
|
| Dynamic Defaults | Property | Severity
|
| Dynamic Defaults | When equals value | High
|
| Dynamic Defaults | Assign Property: | Priority
|
| Dynamic Defaults | Value: | Yes
|
| Dynamic Defaults | Property | Severity
|
| Dynamic Defaults | When equals value | <otherwise>
|
| Dynamic Defaults | Assign Property: | Priority
|
| Dynamic Defaults | Value: | No
|
| Dynamic Defaults | Property | Workflow Status
|
| Dynamic Defaults | When equals value | 1. New
|
| Dynamic Defaults | Assign Property: | Comment
|
| Dynamic Defaults | Value: | Status is 1. New
|
| Workflow Extensions | Workflow Extensions | <Leave blank>
|
