Creating status transitions
New transitions from status to status, for specific user roles, may need to be created.
Procedure
- Sign in to Organize Space.
- On the second tab level, select the XML Settings tab.
- On the third tab level, select the Statuses tab.
- To add a status transition, first find the
<Transitions>section in the XML that appears. - Within the
<Transitions>section, insert the following fragment:<FromStatus ref="FROMSTATUSNAME"> <ToStatus ref="TOSTATUSNAME" /> </FromStatus>where:- FROMSTATUSNAME is the name of the start status of the transition. This value must be a valid status name, that is, it must be the same as the value of one of the
Elmattributes of aStatuselement in theDraftStatesorReleasedStatessections in this XML. - ROLE is the name of the user role that a user must have in order to perform this transition.
- TOSTATUSNAME is the name of the end status of the transition. This value must also be a valid status name.
- FROMSTATUSNAME is the name of the start status of the transition. This value must be a valid status name, that is, it must be the same as the value of one of the
- By default, your status transition can be triggered by any user, regardless of their user role. If you want to restrict a transition to only users who have a specific user role, add a
userroleattribute to theFromStatuselement. YouR XML fragment then looks like this:<FromStatus ref="FROMSTATUSNAME" userrole="ROLE"> <ToStatus ref="TOSTATUSNAME" /> </FromStatus>where FROMSTATUSNAME and TOSTATUSNAME are as before, and ROLE is a valid user role name. You can find a list of user role names by going to Settings > Users > User Roles, and checking the values in the Name column of the list that appears.
- By default, status transitions can be applied without conditions or restrictions. To restrict a status transition, for example, to make it possible for only certain types of items, insert a
<MetaDataCondition>element within the<ToStatus>element, and within that<MetaDataCondition>element, insert your metadata condition, which takes the form<CardType value="ITEMTYPE" />, where ITEMTYPE is one of the following values:Item type value Meaning CTIMAGEImage CTLIBLibrary Topic CTMAPTopic CTMASTERMap CTTEMPLATEOther For example, this XML fragment restricts a status transition to only items of type Image:<MetaDataCondition> <Cardtype value="CTIMG"/> </MetaDataCondition> - Select Save to apply your changes.