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.
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.
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.