Workflows
What are Restya Core workflows?
All Restya Core projects contain tasks that your group can see, work on, and change through phases of work — from creation to completion. The way that your tasks take is known as a workflow. Each Restya Core work process is made out of a set of statuses with transitions that your task travels through during its lifecycle, and commonly represents work processes inside your organization.
Furthermore, Restya Core utilizes workflow plans to define the connection between task types and workflows. workflows schemes are related with a project and make it conceivable to utilize an alternate workflow for various combinations of project and task types. In the event that you need to alter or create a more advanced workflow to coordinate with how your team or organization functions, you can sign in as a Restya Core admin with global permission to access and create your workflow. To keep things basic, utilize the default workflows that accompany the project type you select in Restya Core. You can generally adjust or create new work workflows later.
Work with workflows
A Restya Core workflow is a bunch of statuses with transitions, forms fields, kanbanUI and permissions that an task travels through during its lifecycle, and normally represents an interaction inside your organization. workflow can be related with specific projects and, alternatively, explicit task types by utilizing a workflow scheme.
Restya Core has built-in workflows that you can use without expecting to roll out any improvements, or you can begin new and create your own. You can alter the built-in workflows or clone built-in workflows for the particular projects, however you can duplicate them and utilize the duplicate as a premise to create your own.
You need to log in as a user with the Administer Jira global permission to access and manage workflows.
Here's an example of a default workflow:
Statuses and transitions
A status represents the state of an task at a specific point in your workflow. When defining a status, you can optionally specify properties.
A transition is a link between two statuses that enables an task to move from one status to another. In order for an task to move between two statuses, a transition must exist.
A transition is a one-way link, so if an task needs to move back and forth between two statuses, two transitions need to be created. The available workflow transitions for an task are listed on the View task screen.
Active and draft mode of workflows
While creating a new workflow initially it's in draft mode, After completing all the required stages of workflow's Editor then it automatically changed into active mode. Restya Core allows the user to add the project only on the active workflows.
Restya Core have three workflow's editor:
- Forms
- Designer
- KanbanUI
Learn more on the Manage workflows section below.
Add and delete an workflow
As a Restya Core admin, you can create, copy, import, and delete workflows to adapt to the needs of your business processes and teams working in Restya Core application projects. When you're ready to share a new workflow with your teams, you can associate it with a workflow scheme, which can then be associated with any number of projects.
How to add a new workflow
- Select > studio from the left sidebar of the Restya Core.
- Click Workflows > Add workflow.
- Enter a name and description for the workflow and click submit.
- You can then use the workflow editor's to add statuses, transitions, fields and kanbanUI design by clicking edit option.
Video tutorial for how to create and import a new workflow
How to delete an workflow
- Select > studio from the left sidebar of the Restya Core.
- Click Workflows.
- Find the relevant workflow and click Delete.
Importing a workflow
Other Restya Core users across the world have created a breadth of workflows they find useful in their classic Restya Core projects. You can import these workflows to try them out on your Restya Core site.
To import a workflow from the Atlassian Marketplace: As a Restya Core administrator, you need to activate workflows before your teams can use them to streamline project work. To activate a workflow, need to configure the statuses with transitions, forms field, and kanbanUI. Admin can configure the above details using the workflow editor's Restya Core provide the three workflow editor's, which helps the user to highly customizable, what they need you're finished, click on the imported workflow on the listing page. Review the summary of the import details.
Manage workflows
As a Restya Core administrator, you need to activate workflows before your teams can use them to streamline project work. To activate a workflow, need to configure the statuses with transitions, forms field, kanbanUI, and permissions. Admin can configure the above details using the workflow editor's Restya Core provide the three workflow editor's and permission panel, which helps the user to highly customizable, what they need
Restya Core Workflow contains 5 stages, using the stages, the admin can manage the workflows
- Basic
- Forms
- Designer
- KanbanUI
- Permissions
Video tutorial for how to design own forms, designer flow, and permission
Basic of Workflows
Restya Core admin can update the title and description of the workflow in the basic stages.
How to update an basic of workflow
- Select > studio from the left sidebar of the Restya Core.
- Click Workflows > Add a workflow.
- Find the relevant workflow and click edit,it navigates to edit panel of workflow
- Choose the Basic tab, update the title (or) description of the workflow
- Click save
Restya Core Admin have all the control over the workflows, also having the rights to manage the predefined workflows.
Forms of Workflows
In this stage, Admin can configure the workflow form schema. workflow form schema defines a set of fields, permissions, and design of the task, it helps to mappings – between a workflow and a task.As a Restya core administrator, you can associate task with different workflows within a workflow schemes and then share this association with multiple projects.
Forms it is an editor offered by the Restya Core, to
- Configure the data of the task for this workflow.
- Design the task view Page for this workflow.
- Set the global permission (or) project role-wise permission for this workflow.
About Forms Editor
Editor contains the three blocks:
- Configuration block - Located on the right corner of the editor.
- View block - Left corner of the editor.
- Setting block - Top of the editor.
Each block have their hidden features helps us to design the better workflow.
Configuration block consists of three tabs
- Blocks
- Settings
- Permissions Manager
Blocks
In this tab, Admin can configure the design of the task for the workflow. Block split into three divisions, the functionality of each division was different. Divisions are:
- Layout
- Forms
- Formapps
Layout
It will provide the *Bootstrap Grid System is used for layout, Grid is made up of groupings of Rows & Columns, Restya Core layout provides 5 different grid view with different columns to design the layout of the task. Learn more about the grid.
- 1 column(12)
- 2 column(6/6)
- 2 column (4/8)
- 2 column (8/4)
- 3 column(4/4/4)
With the bits of help of the above column, the admin can configure any design of the task view page. Restya Core offers the drag and drop method for the editor's, it helps the user to configure the workflow simple and fast.
Forms
Forms consist of many basic fields that help to configure the task input data. Drag input fields, what tasks want, and drop them inside the layout. Restya Core allows forms fields to drop on the layout, doesn't allow elsewhere. It is mainly used to design the form of the task.
It acts like custom fields, User can create a no of custom fields with the below fields, there is no limitation.
| Fields | Description |
|---|---|
| Short Text | its an input box. It can be used for single line input data. |
| Long Text Address | its an text area . It can be used for multi line input data. |
| Dropdown | it acts like multiple or single option select box, the option can be set on the settings of fields, it can also having option of color, image etc... |
| Multiple Choice | it a radio button, it is used for the user for choosing any one of value. |
| Single Choice | it a checkbox, it is used for the user for choosing multiple options. |
| Number | number field, allow a user to enter the numeric value alone it is the email |
| it an email field. it accepts only email id's | |
| Password | it a password field, it used for the security purpose to hidden the information from the other team members |
| Website | website field, it accepts the only URL of any websites, it used for the reference |
| Date | it one of the important fields, Date it used for multipurpose, For example, time tracking, log, etc.. |
| Time | time field, it is used to capture the time given by the user. |
| DateTime | its the combination Date and Time field, it will used to get the time and date from the user on single input |
| Editor | it provides an editor with two option of HTML and markdown, it used for large size of data. |
| File upload | It also one of the important fields, it used to upload the files, images, etc for the tasks |
| signature | it used to capture the digitalize sign of the users or others, for confirmation purpose or approval, etc... |
| Basic Fields | It holds the core fields of restya Core, there are task title, description, Start date and Due Date, While drag and drop on the view block, the user will get all the four fields, it can be managed by the user, if the user doesn't want some fields means it can be deleted. |
All above fields will achieve the all the option need for the tasks.
Formapps
Its nothing but predefined apps given by the Restya Core, it helps the users to use the Resya Core efficiently, it other names called plugins.
Restya Core admin can activate or deactivate the Formapps in Formapps page, Activated form apps only displayed in the Formapps section on the workflow editor's
Activate or deactivate the Formapps
- Select > studio from the left sidebar of the Restya Core.
- Click FormApps, Navigate into Formapps apps
- Find the relevant FormApps and click switch under Action heading to activate or deactivate.
Usage of Formapps
| Formapps | Usage |
|---|---|
| Attachments | This app provides an option to add the attachment to the tasks, there are no limitations. It allows users to download all the user uploaded files of the task. Each user uploaded file is stored separately, allowing different files in the same task |
| Color | this app allowing the selected colors of tasks in Restya Core to fill the entire task. It used to pick the color of the task as a priority, instead of labels. |
| Votes | it used to collect votes on Restya Core tasks from your team, customers, and community, making it easy to prioritize tasks. Whether you are organizing a vacation with your friends, planning next week’s sprint, or crowdsourcing input from your users on a public roadmap, use the Votes app to see in a glance what tasks have the most votes across your entire board. |
| Checklists | It allows you to assign a person to individual checklist items and see all of your assigned checklist items. Checklist items represent smaller, broken-down items within a larger task |
| Watchers | This app allows you to be notified when another user makes a change to a task in Restya Core. When watching a task, you'll get notifications what changes happen on the task. One of the advantages, if any user changed data on the task, that the user automatically added as watchers |
| Labels | it is a way of categorizing a task by type, represented by a color and term or, for colorless labels, a term only. You can choose to add label names if you wish. . A single task can have multiple labels. Colored labels will display on the front task based on the workflow kanbanUI design |
| Milestones | it used to indicate whether an task is fully triaged or is scheduled to be fixed by team in an upcoming sprint. It mainly help you schedule and organize your releases. |
| Components | Components help to you and your team classify tasks so you can easily find and report on them. |
| Story Points | help you to measure for expressing an estimate of the overall effort required to fully implement a product backlog task or any other piece of work. |
| Resolutions | Usually set when the status is changed. Once an task is resolved (that is, the task's Resolution field is filled in), references to that task show the key in strikethrough text. |
| Priorities | indicates its relative importance. |
| Time Tracking | It important feature to your team record the time they spend working on issues. |
Restya Core allow Drag and drop form apps only one time of one form app on the workflow.
Below snapshot, will show quick demo of how to handle the Blocks to design the task view.
Settings
Steps to add the layout in the view block
This is a step-by-step guide for anyone who wants to create their own task configuration with workflow.
Adding a workflow scheme
- Select > studio from the left sidebar of the Restya Core.
- Click Workflows.
- Find the relevant workflow and click edit, it navigates to the edit panel of the workflow.
- Choose the Forms tab, update the fields, and permission for the task.
- Click save.