When changing a project stage, you can start a process, required for changing the stage. This feature allows assigning tasks to users, whose completion would guarantee fulfilment of this project stage.
Changing a project stage in ELMA Designer
As an example, let us consider an Equipment Implementation project, where a user has to attach project documents in order to change the project stage from "Draft" to "Active". Only after the documents are attached, the project will be published.
You can create a process, bound to a project type, on the Processes tab of ELMA Designer (fig. 1). You will later be able to select it on the Life Cycle tab of a project. Add the Publish Project and Change Project Stage activities (in that order) to the graphic model of the created process.
Fig. 1. ELMA Designer. Creating a process. Graphic Model tab
Open the Context tab of this process and add "Project Stage (Object)", "Equipment Implementation (Project)" variables (fig. 2). Check the Input box for the variables. These variables are used to specify a process when editing transitions between stages on the Life Cycle tab of the required project.
Fig. 2. ELMA Designer. Creating a process. Context tab
Save and publish the process. It will be available for selecting in the transitions between stages.
To change a transition between stages, go to the Projectstab and open the Life Cycle tab of the required project page. Click the transition name in the Transition column (fig. 3).
Fig. 3. ELMA Designer. Project type page. Life Cycle tab
Select Start Process in the Action *field (fig. 4). Click Define Process in the opened window and select the required process. To save changes, click OK.
Note, that you will be able to select processes (including processes of parent project types), which have context variable of the Equipment Implementation (Project) type or "Base Project Type" (fig. 5).
Fig. 5. Select Process dialog box
To save changes in the project type and display the in the web application, publish it and restart the server.
Transition between stages in the web application
Create a project of the Equipment Implementation type in the web application. Click Change Stage on the project page in the top menu. Select the Active stage in the opened dialog box and click Set (fig. 6).
The project page will display a notification, that a process for changing the stage is started (fig. 7).
Fig. 7. Project page. Process start notification
The user, who started the process, will receive a process task (fig. 8) to add the project documents.
Add the required document on the process task page and complete the task. After the document is added and the project is published, the stage will change to Active.
