Attaching Workflows to projects

When you have created a new workflow, to activate it you should attach it to a project. You can do it in two ways:

• Via the list of all available workflows in the Administration > Workflow section. This option requires low-level administration permissions.
• Via the page of a particular project (Administration > <project> > Workflows tab).

To attach a workflow to a project via the list of all available workflows, click the Attach link in the needed workflow's row, and select a project in the appeared dialog:

To attach a workflow via Administration > <project> > Workflows tab, click the Attach workflow link, and select needed workflow(s) in the appeared dialog:

By default, when workflow is attached to a project, all of the contained rules are active, enabled. If needed, you can customize the workflow for a project by disabling/enabling contained rules.

Enabling and Disabling Workflow Rules

As long as a workflow is a set of rules, you can enable/disable individual rules in attached workflow, thus using only necessary rules for a particular project.

To view a list of rules contained in a workflow, hover the cursor over the link in the Rules column; inactive rules will be grayed out.

To enable/disable individual rules for a project, click N rules link for a workflow and select needed rules in the appeared dialog:

Please note, that is you disable all rules in a workflow for a project, then this workflow will be automatically detached from the project.

Detaching Workflows

To detach a workflow from a project, you should either click 'Detach' link for a needed workflow in the Administration > <project> > Workflow tab or deactivate all rules in this workflow for the project.