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Creating status transitions

New transitions from status to status, for specific user roles, may need to be created.

Procedure

  1. Sign in to Organize Space.
  2. On the second tab level, select the XML Settings tab.
  3. On the third tab level, select the Statuses tab.
  4. To add a status transition, first find the <Transitions> section in the XML that appears.
  5. 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 Elm attributes of a Status element in the DraftStates or ReleasedStates sections 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.
  6. 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 userrole attribute to the FromStatus element. 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.

  7. 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 valueMeaning
    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>
  8. Select Save to apply your changes.