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Automatically Update Workflow status

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3,086 Vu
(@masad)
Posts: 5
Active Member
Début du sujet
 
[#4418]

Hi All,

I am new to Projeqtor; Have been assigned to verify and setup Projeqtor as per team requirements.

Requirement is that workflow should automatically move to next stage i.e.: From Recorded to In Progress if a specific activity is completed or a milestone is achieved.

Kindly adviseas how this could be achieved.


 
Posté : 15 Juin PM 15:066
(@babynus)
Posts: 14952
Membre Admin
 

You can define your own workflows, but you'll have to manually change stauts (most of the case)
You can use few automations linked to real work allocation.
=> activity is moved to "in progress" when first real work in entered
=> activity is moved to "done" when no more left work exists
You'll find corresponding parameters in global parameters screen, in section "real work allocation"


 
Posté : 19 Juin PM 22:066
(@masad)
Posts: 5
Active Member
Début du sujet
 

How can i move automatically in progress and done in global parameter screen i can not find any option


 
Posté : 20 Juin AM 08:066
(@babynus)
Posts: 14952
Membre Admin
 

On section real work allocation, parameters
Set to first 'handled' status
Set to first 'done' status
(see screenshot)


 
Posté : 22 Juin PM 20:066
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