1. Choose Tools > Administration > Workflow.
The Configure Workflow dialog box opens.
2. Select an item Type. The items change based on the selected type.
3. Click the Events tab.
4. Click Add.
The Add Event dialog box opens with the Details tab selected.
5. Enter a Name and Description.
6. Select Informational Event to use the event for information only. Informational events can be added to the item from any state in the workflow because they do not affect the workflow.
7. Select a Resulting State to specify which state the item moves to after the event is entered.
Select multiple states if you want the user to select a resulting state. For example, you want users to select a state for a fix event so you select Fixed, Closed, or Closed (Fixed). When users enter fix events, they are prompted to select a resulting state.
8. Select an Assignments option to specify how the event affects the assignment.
9. Select Display time tracking field using to enable the built-in time tracking field in the event dialog box.
You may want to select this option if items can have multiple instances of the same event so you can choose how to calculate the total hours. See Configuring time tracking.
Note: If this option is enabled, an Hours field is added to the event dialog box. You can rename the field on the Fields tab.
10. Select Files can be attached to this event to allow users to attach files to the event. An Attachments tab is added to the event if this option is selected.
11. Select Include event notes with the release notes to add event notes to the release notes. This option only applies to issue events.
12. Select Electronic signatures are required when adding or editing this event to require electronic signatures when the event is added or changed. This option is only available if Enable detailed audit trail logging is enabled and Electronic signatures are required is disabled in the Compliance project options. See Setting compliance options.
13. Select Do not show the dialog box when entering this event to prevent the event dialog box from opening. This option can only be selected if an event is not informational, has one resulting state, does not allow assignments, and does not use the built-in time tracking field.
14. Select Make event visible in review mode to display events in review mode. This option only applies to requirements and requirement documents.
15. Select Include option to mark dependent items as suspect to add the option of marking dependent items as suspect in the event dialog box.
16. Click the Custom tab to add custom fields and icons to the event.
Tip: If you do not select an event icon, the event text is displayed in the toolbar.
17. Click the Fields tab. The Fields tab includes the standard fields that are included on the event dialog box.
Note: Field names, or short labels, are displayed in event dialog boxes. Long labels are displayed in drop-down lists to distinguish between the same fields in different events. Field codes automatically generate data and are used with such things as email templates.
18. Click OK to add the event.