Workflows Documentation needed

I just enabled this:

However I've gone through our administration workflow area and cannot figure out how to customize this at all. I want a step to occur and then it to automatically switch to a new user group and email them to begin work. Attached is our workflow. Are there more detailed steps somewhere?



3 answers

Assigning an issue automatically can be done through post-functions as described in those pages mentioned by Hanis.

Post functions — these perform particular actions after the transition is complete, e.g.:
  • Assign the issue to a particular user.
  • Send an email notification.
  • Update a field in the issue.

E-mail notifications are triggered by certain events. You need to add those events as a post-funtion to you workflow if you want to notify multiple users via email.... For more information check this:

Configuring Notifications for a Custom Event

Custom events are most commonly used to generate notifications for custom workflow transitions. For example, your organisation might need you to modify the default workflow by adding a workflow step called 'QA_Inspection' (e.g. between Resolve Issue and Close Issue). You would typically also need to generate an email notification to the QA team whenever an issue progresses to the 'QA_Inspection' step of the workflow.

There are three overall steps to achieve this:

  1. Add a custom event to the system (e.g. 'Issue Awaiting QA').
  2. Configure the notification scheme to send an email when the custom event is fired.
  3. Configure the workflow transition post-function to fire the custom event.

Perhaps the following documentations would help:

No i tired those. I get workflows and how they're supposed to work but I don't see how to add email functions to each step or how to actually design them.

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