BlueCielo Meridian Advanced Project Workflow Module 2017 Configuration Guide

Creating workflow state property assignments

Each state in a workflow can assign initial or changed property values when the workflow enters that state. Property assignments can be useful for establishing due dates and other project metrics dependent on the workflow state itself.

To create property assignments for a workflow state:

1. Select the desired project definition in the configuration tree in the left pane of Meridian Enterprise Configurator.
2. Click the States tab in the right pane. The current workflow diagram displays in the right pane.
3. Click the Edit button to enable modification of the project definition.
4. Double-click the state to which you want to add property assignments. The Properties dialog for the state appears.

5. Click the Property Assignments tab. The current property assignments for the state appear as shown in the following figure.

   

6. Use the Add, Remove, and Remove All buttons to configure the options described in the following table.

   Tip    

   • Double-click any cell to display the Property list for the next available property assignment.
   • You will also find the Remove and Remove All commands on the context menu by right-clicking a property assignment.

   Note    Clearing the checkbox next to a property name is equivalent to clicking the Remove button. The assignment will be removed when the OK button is clicked.

7. Click OK to close the Properties dialog.
8. Click the OK button on the States tab to save your changes.

Note    Property assignments configured on workflow transitions override any property assignments configured on workflow states for the same property. For example, assume a transition named Release that routes to a state named Issued. If both the transition and the state are configured to assign different values to the same property, the property assignment on the Release transition will prevail over the property assignment on the Issued state.

This completes the creation of the property assignments of a workflow state. You can now continue to configure the workflow in any of the following topics.