Add workflow form

This popup form can be accessed via the add menu in the top header area of the organisation view page, as shown in Figure 1. Alternatively, you can access the add popup form at the bottom of the Workflows tab at this same view page, as shown in Figure 2.

Figure 1 – Access via add menu

 

Figure 2 – Access via workflows tab

This popup is shown in Figure 3 and is used to add a new workflow within Psoda. You will not normally have access to this form unless you are an administrator.

Figure 3 – Add workflow form

This form has the following fields:

Context:	This read-only field shows which organisation you are adding this new workflow to.
Title*:	Enter a title or name for your new workflow here, for example “Requirements workflow”. Your title does not have to be unique, but it will help with identification later.
Description:	Enter a short description for this new workflow here. This description will be displayed as part of an assets status details.
Status:	Use this drop-down list to select initial state of the new workflow here. By default this will be set to “New”. See Workflows for a description of the different options for the status field.
Member selection area:	Use the rest of the form to select which asset areas this workflow will apply to. You can select multiple assets/users in the non-members field (left box) by clicking the checkbox or using the SHIFT keys to check multiple assets/users. These checked assets/users will be moved to the members field (right box) beside it. If you want to remove an asset/user, you can uncheck it in the non-members field (left box) or you can press the X button on the asset/user in the members field (right box). You can also drag and drop to rearrange the order in the members field (right box).

^*The title field is mandatory, but all others are optional. Once you are happy with your changes click the “Add workflow” button at the bottom of the form. This will add a new workflow with the details that you supplied. The new workflow can be viewed in the Workflows tab asset listing at the parent organisation’s view page, as shown in Figure 4.

Figure 4 – View from Workflows tab

Click the “Cancel” button if you want to discard your changes.