An item type can have a workflow. Without one, its status can change freely. With one:
- A new item starts at the workflow's first stage.
- The status menu offers only the stages you can move to next.
- A stage can need fields filled in before an item leaves it.
- A stage can lock fields while an item is in it.
- A move can need approval: only people whose role allows it can make it.
If a change breaks a rule, it is refused with a message saying why, for example that a field must be set before the item leaves a stage.
The starting Task workflow
A new organisation's Task type has this workflow:
| From | Can move to |
|---|---|
| To Do | In Progress |
| In Progress | Done, or back to To Do |
| Done | back to In Progress |
An item cannot leave In Progress without an Assignee, and its Title is locked while it is Done.
Administrators change workflows in Administration: see Item types, fields, statuses and workflows.
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