Workflow configuration steps - Grants - Cronologia

Maxime.sottini: /* Roles and Statuses Association */

2017-11-05T16:00:53Z

‎Roles and Statuses Association

Maxime.sottini: /* Roles and Statuses Association */

2017-11-05T15:59:35Z

‎Roles and Statuses Association

Maxime.sottini il 11:13, 9 gen 2016

2016-01-09T11:13:53Z

Maxime.sottini il 11:08, 9 gen 2016

2016-01-09T11:08:51Z

Maxime.sottini: /* Form Designer */

2016-01-07T17:55:06Z

‎Form Designer

Maxime.sottini: /* Form Designer */

2016-01-07T17:19:31Z

‎Form Designer

Maxime.sottini: /* Grant Management */

2016-01-07T17:15:42Z

‎Grant Management

Maxime.sottini: /* Grant Management */

2016-01-07T17:14:24Z

‎Grant Management

Maxime.sottini: /* Grant Management */

2016-01-07T17:09:59Z

‎Grant Management

Maxime.sottini: /* Grant Management */

2016-01-07T17:06:52Z

‎Grant Management

@@ Riga 13: / Riga 13: @@
 This is made by means of a matrix where ''[[glossary|workflow statuses]]'' selected in <u>''Roles and Statuses Filter''</u> are placed in rows and ''[[glossary|roles]]'', selected in ''<u>Roles and Statuses Filter</u>'' too, in columns. The user may configure the allowed combinations by checking them: this can be done by checking all cells (check box top left), all column cells, all row cells or specific cells.
 [[File:Workflow grants configuration - roles and statuses association.JPG|none|thumb|850x850px|Roles and Statuses Association section]]
-In the Group filter section only ''[[glossary|groups]]'' which were associated to the ''[[glossary|workflow]]'' in the <u>''Groups''</u> configuration tab / form are made available. Remember to make the association before.
+In <u>''Groups Selection''</u> only ''[[glossary|groups]]'' which were associated to the ''[[glossary|workflow]]'' in the <u>''Groups''</u> configuration tab / form are made available. Remember to make the association before.
 It is possible to save the selection with the '''Apply''' command.

@@ Riga 13: / Riga 13: @@
 This is made by means of a matrix where ''[[glossary|workflow statuses]]'' selected in <u>''Roles and Statuses Filter''</u> are placed in rows and ''[[glossary|roles]]'', selected in ''<u>Roles and Statuses Filter</u>'' too, in columns. The user may configure the allowed combinations by checking them: this can be done by checking all cells (check box top left), all column cells, all row cells or specific cells.
 [[File:Workflow grants configuration - roles and statuses association.JPG|none|thumb|850x850px|Roles and Statuses Association section]]
 It is possible to save the selection with the '''Apply''' command.

← Versione meno recente		Versione delle 11:13, 9 gen 2016
Riga 56:		Riga 56:

	Remember that all configuration settings are made effective only after the '''SAVE''' command is launched and settings are therefore saved.		Remember that all configuration settings are made effective only after the '''SAVE''' command is launched and settings are therefore saved.
−
−	~~== Form Designer ==~~
−	<u>''Form Designer''</u> allows to define the layout of the main, <u>''General''</u>, tab of a ''[[glossary\|ticket]]''. This is done by configuring a ''[[glossary\|workflow form]] ''which is constituted of a set of sections and columns.
−
−	To create a form start by adding a ''[[glossary\|workflow form section]]''. This can be done by clicking the right button of the mouse in the form area and selecting '''Add Component''' option. In the following window, choose "Section" in <u>Type</u> field, provide the key information (<u>Name</u>, <u>Width</u>, <u>Height</u> and <u>Columns</u> for the ''[[glossary\|workflow form section]]'') and '''Save'''.
−
−	~~== Ticket Activities Options ==~~
−
−	~~== Ticket Message Templates ==~~

@@ Riga 1: / Riga 1: @@
-The grant management section is actually made of different configuration tabs: ''<u>Grant Management</u>'', ''<u>Form Designer</u>'', ''<u>Ticket Activities Options</u>'' and <u>''Ticket Message Templates''</u>.
+The grant management section is actually made of different configuration tabs: ''<u>Grant Management</u>'', ''<u>Form Designer</u>'', ''<u>Ticket Activities Options</u>'' and <u>''Ticket Message Templates''</u>. Olny the <u>''Grant Management''</u> will be discussed here.
 This tab allows to define the privileges (read, modify) on the ''[[glossary|workflow fields]]''. Privileges are defined per ''[[glossary|workflow status]]'' and ''[[glossary|roles]]''.
 The <u>''Grant Management''</u>  is articulated in the following sections: <u>''Roles and Statuses Filter''</u>, ''<u>Roles and Statuses Association</u>'', ''<u>Grant Management</u>''. Additionally, the <u>Comments</u> field allows to add descriptions, information and comments concerning the privileges configuration.
-=== Roles and Statuses Filter ===
+== Roles and Statuses Filter ==
 This section settings influence the <u>''Roles and Statuses Association''</u> section contents. Actually, it is possible to select the ''[[glossary|roles]]'' (use <u>Roles Selection</u>) and the ''[[glossary|workflow statuses]]'' (use <u>Statuses Selection</u>; available ''[[glossary|workflow statuses]]'' are those configured in <u>''Associated Op. Status''</u> configuration tab; see [[Workflow configuration steps - Statuses|workflow configuration steps - statuses]] for more information) to be present in the ''<u>Roles and Statuses Association</u>'' section.
-=== Roles and Statuses Association ===
+== Roles and Statuses Association ==
 This section works as a filter for the <u>''Grants Management''</u>. It allows to define which combinations (associations) of ''[[glossary|workflow statuses]]'' and ''[[glossary|roles]]'' are permitted and therefore will be configurable in <u>''Grants Management''</u>.
@@ Riga 16: / Riga 15: @@
 It is possible to save the selection with the '''Apply''' command.
-=== Grant Management ===
+== Grant Management ==
 The <u>''Grants Management''</u> section actually allows to define the privileges of the ''[[glossary|users]]'' for the ''[[glossary|workflow fields]]''.
 [[File:Workflow grants configuration - grants management.JPG|none|thumb|850x850px|Grants Management section]]It is possible to define the layout in a matrix by choosing what to see in columns (<u>X-Dimension</u>) and rows (Y-Dimentions) and acting on the remaining <u>Z-Dimension</u>. In the picture above, ''[[glossary|workflow statuses]]'' were selected for rows, ''[[glossary|roles]]'' for columns and the configuration made in the cells are applied to the ''[[glossary|workflow field]]'' set in <u>Z-Value</u>, "Cr User Description".

@@ Riga 59: / Riga 59: @@
 == Form Designer ==
-<u>''Form Designer''</u> allows to define the layout of the main, <u>''General''</u>, tab of a ''[[glossary|ticket]]''.
+<u>''Form Designer''</u> allows to define the layout of the main, <u>''General''</u>, tab of a ''[[glossary|ticket]]''. This is done by configuring a ''[[glossary|workflow form]] ''which is constituted of a set of sections and columns.
 == Ticket Activities Options ==
 == Ticket Message Templates ==

← Versione meno recente		Versione delle 17:15, 7 gen 2016
Riga 55:		Riga 55:

	'''EXPORT''' allow to export in an excel file all the current configuration. The file can be updated and imported by means of the '''IMPORT''' command.		'''EXPORT''' allow to export in an excel file all the current configuration. The file can be updated and imported by means of the '''IMPORT''' command.
		+
		+	Remember that all configuration settings are made effective only after the '''SAVE''' command is launched and settings are therefore saved.

	== Form Designer ==		== Form Designer ==

← Versione meno recente		Versione delle 17:14, 7 gen 2016
Riga 52:		Riga 52:

	\|}		\|}
		+	MANAGE SETTINGS FOR ROLE/STATUS/FIELD is a powerful feature which allows to copy configuration for ''[[glossary\|workflow fields]]'', ''[[glossary\|roles]]'' or ''[[glossary\|workflow statuses]]'' using another corresponding element as the reference for the configuration.
		+
		+	'''EXPORT''' allow to export in an excel file all the current configuration. The file can be updated and imported by means of the '''IMPORT''' command.

	== Form Designer ==		== Form Designer ==

@@ Riga 22: / Riga 22: @@
 Only values compatible according to configurations made in <u>''Roles and Statuses Filter''</u> and <u>''Roles and Statuses Association''</u> sections are reported. So, for example, if a ''[[glossary|workflow status]]'' is not filtered, it won't be present. If a combination is not applicable, based on what defined in ''<u>Roles and Statuses Association</u> ''section, the corresponding cell is colored in grey and "N/A" is shown.
-Several commands are available. '''INCLUDE FIELDS''' allow to select one or more fields to be used for the configuration. This completes the selection of the
+Several commands are available. '''INCLUDE FIELDS''' allows to select one or more'' [[glossary|workflow fields]]'' to be used for the configuration. This completes the selection of the scope of configuration together with values defined in <u>''Roles and Statuses Association''</u> section.
 '''REFRESH GRANTS MATRIX''' simply determines the refresh of the grid base on <u>X-Dimension</u>, <u>Y-Dimension</u>, <u>Z- Dimension</u> and <u>Z-Value</u> selections. Change values will be lost if not previously saved.