Lifecycle workflows allow users to progress items through a defined lifecycle. This process can set the item’s owner or an attribute in the item to a specific value. A workflow is a defined set of steps through which an item can progress. The stages could describe an items design, production or any other flow that matches your process.
The lifecycle of an item is described by the combination of stage steps and review steps. The review step specifies the review’s composition, its rules for making a decision, and the actions to be performed if the review approves item(s) or rejects item(s). The stage step will progress the item through the set of stages that represent its lifecycle. You can set the item’s stage to any of the values in the workflow’s stage category. The category must:
- Be a single value picklist
- Have a picklist of values defined
- Have a default value defined
- Be mandatory
Workflows are part of the project schema and managed through Project Setup
Whist review steps are triggered as an item reaches different stages in the review process (submitted, reviewed, registered and so on) stage steps are triggered by a User issuing an Advance command. This is available on the toolbar or the Configuration Management option on the context menu.
Advance operations for items can be displayed in different forms making available different attributes that are related to the particular phases of their lifecycle.
Lifecycle workflows were introduced in Cradle 7.4, if you’ve not yet upgraded, download now!