Statuses
The Status
field is used to define the workflow of Issues or the stages that an Issue
moves through from beginning to end. Statuses
can be added, deleted, and reordered here. The
dialog is pre-filled with the Statuses defined by the Project template.
Open
and Closed
are built-in and cannot be changed or re-ordered. You
can change the words that represent them from within FootPrints
on the FootPrints
Fields administration page. In
addition, there are other special, built-in statuses used by FootPrints
that are not displayed here, including Deleted
and Request.
You can
change the name displayed for a Request from this administration page.
Managing Statuses
To add a status:
- Select Administration
| Project | Statuses.
- Enter a name for
the new status.
- Click the
Add Status button.
By default,
the new status is listed in the List
of Statuses field one position above Closed.
- If you are finished
working on this page, enter your password and click
GO. The
new status is not actually added to the Project until you have entered
your password and clicked
GO.
To re-order statuses:
- Select Administration
| Project | Statuses.
- Select a status in
the dialog box (it will be highlighted in blue).
- Use the Up and Down
arrow buttons to move a status up and down in the list.
- If you are finished
working on this page, enter your password and click
GO. Changes
to status order are not actually made in the Project until you have entered
your password and clicked
GO.
To delete a status:
- Select Administration
| Project | Statuses.
- Select the status
in the dialog box (it will be highlighted in blue).
- Click
Delete
Status. The
status is removed from the List
of Statuses field.
- If
you are finished working on this page, enter your password and click
GO. Deletions
are not actually made in the Project until you have entered your password
and clicked
GO.
Deleting a status does
not affect the data in your existing FootPrints Issues. To change the status of
an Issue whose status has been deleted to another status, you must edit
the Issue. If there are many Issues with this status, first search
for all Issues with the status that you are going to delete. Change
the status of these Issues, then delete the unwanted status as described
above.
Along with adding custom statuses, you can change names
of the following built-in statuses:
Homepage Project Totals
The Status counts displayed on the Homepage can be specified from
the Administration
| Project | Statuses page. This
option controls the statuses displayed in the Project
Totals dialog for all internal users in the current Project. The
defaults are: Open,
Active,
Closed,
Request,
Internal
Solution, and Public
Solution. "Active"
refers to all statuses except for Closed,
Deleted,
and all Solution-based statuses.
This feature is not available in the FootPrints
database versions.
To add a status to the Project
Totals:
- Select Administration
| Project | Statuses.
- Select the status
from the All
Statuses dialog box and click
Add
Status.
- If
you are finished working on this page, enter your password and click
GO. Changes
are not actually made in the Project until you have entered your password
and clicked
GO.
To re-order statuses in the Project
Totals:
- Select the status
in the Selected
Status dialog box (it will be highlighted in blue).
- Use the Up and Down
arrow buttons to move a status up and down in the list.
- If
you are finished working on this page, enter your password and click
GO. Changes
are not actually made in the Project until you have entered your password
and clicked
GO.
To remove a status from the Project
Totals:
- Select the Status
in the Selected
Status dialog box (it will be highlighted in blue).
- Click
Delete Status.
- If
you are finished working on this page, enter your password and click
GO. Changes
are not actually made in the Project until you have entered your password
and clicked
GO.
The changes made in this dialog do not affect the statuses
in the database or Issue forms; they only affect the Project
Totals dialog on the Homepage for the current Project.