Jama Connect User Guide

Managing workflow

Similar to relationships, workflow is an important part of ensuring compliance and quality.

Workflow in Jama Connect is highly configurable. In general, workflow is set up on an item type with a pick list of available statuses. This process guides a user though specific steps, making sure that only users with correct permissions can make the transitions (by utilizing the Transition Permissions features), then locking items from further updates when needed.

For example, when an item is moved from Draft to Approved, it is locked so no changes can be made while it is in the Approved state.

Add a new transition to a workflow

The best way to understand workflows is to start with a workflow that's included in your collection of data.

  1. Select Admin > Organization, then select Workflow.

    new_workflow.png
  2. Find the item type you want and select Config in that row.

  3. In the Workflow Configuration section, use the item type and picklist field options to set up and manage the transitions between statuses.

    The Current Status column shows all values for the selected picklist field; the New Status column is the option you want for the transition from that state. For example, a requirement that is a Draft can be Approved or Rejected.

    Workflow_configuration.png
  4. (Optional) To add a transition state, select + and configure:

    • If users are notified of the change

    • If the item is locked when it transitions to the new state

    • Any restrictions on who can make the update

  5. (Optional) Select - to remove a transition state.

  6. Click Save.