Creating workflow definitions
To access the existing Workflow definitions go to Configuration > Settings > Workflow > Workflow definitions.
Go to Configuration > Settings > Workflow.
In the Workflow definitions tab click the Add button.
In the Create workflow definition popup:
Set the mandatory Name parameter for your new workflow definition.
Note
By default, XTM will automatically generate a name for the workflow based on the steps you choose.
Optionally, in the Description parameter, provide workflow description.
Define the first workflow step options:
Percentage of whole workflow duration - how much of the entire project workflow time in percent should be automatically calculated for each of the steps
Approve TM
Calculate costs based on manual time
Chargeable
LQA
Notify project watchers when finished
Calculate edit distance
Set XTM status to green/done
Auto-finish step on its due date
All segments must be completed to finish the task
From the dropdown, select the step type.
Note
You can define your own workflow steps. Check Workflow steps and Workflow steps parameters for more information.
From the dropdown, select the transition type and set it for steps in between (Blocking mechanism between workflow steps).
Click Save.