Assigning Pending and Optional Roles

 

Each role authorized on a lifecycle transition can be defined as pending or non-pending. When an object is actioned to a state in which users have a pending role to action it further, the users will automatically receive the object in their inbox and receive email notification. Users with a non-pending role will not receive the object in their inboxes, nor will they be notified via email, but they will still have full authority to work on the object and action it to the next state.

A role on a lifecycle transition can also be defined as optional. this means that actioning an object to the transition's from state does not require there to be a user holding that role. If this option is not set, the actioning will be disallowed if there are no users holding that role.

Scenario

For example, if the lifecycle for the DOC item type has the following transitions defined in the Administration Console:

From

To

Role

Optional

Pending

User

Draft

Under Review

TESTER

QA

DEVELOPER

Y

N

N

Y

Y

Y

Ted

Jane

Bill

Under Review

Approved

TEAM LEADER

QA

N

Y

Y

N

Sam

Jane

  1. Bill, who holds the Developer role, updates an item of type DOC.

  2. When he has completed his changes, the new revision is at the initial state of Draft.

  3. He then actions it to the Under Review state.

In the second example below, the lifecycle for the DOC item type has the following transitions defined:

From

To

Role

Optional

Pending

User

Draft

Under Review

TESTER

QA

DEVELOPER

Y

N

N

Y

Y

Y

None

Jane

Bill

Under Review

Approved

TEAM LEADER

QA

N

N

Y

N

Sam

None

  1. Bill updates an item of type DOC to create a new revision (Draft state). Although there is no-one with the TESTER role, he is able to do this because the role is optional.

  2. After updating the file, he then attempts to action it to the Under Review state. Because there is no user holding the QA role, Bill receives a message saying that there is no user holding that role, and is not allowed to complete the action.

Related Topics

Managing Roles

Roles and Design Parts

Roles on Projects and Streams

Assigning Roles to Baselines

Assigning Roles to Requests

Roles on Design Part Variants

Roles and Lifecycles

Delegating Roles

Inboxes and Roles

Choosing Role Capabilities

Special Roles