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

Product Management group

PM

Administrators group

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>

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