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Customizing the Workflow

In terms of tracking, a workflow can be thought of as as the following:

  • when (in what order) to view and edit information; and,
  • which information is presented for viewing or editing (and which information is hidden)

Resultra's trackers don't have a predefined workflow, per se, but several parts of a tracker can be individually configured to customize the overall workflow.

New item links represent the entry point into an item's workflow. This entry point itself can be customized by creating several alternate links or by customizing the properties of the individual link.

For example, two different links could be created for a project task tracker. Each would use a different form and set of default values. One link could be used to create a new, but unfinished task. A second link could be used to enter the information for a task which is already completed, but not yet entered into the tracker.

Item Lists

The sidebar in the main window shows all the lists for viewing and editing items. From top to bottom, the order of lists in the sidebar can be configured to match the typical workflow; this ordering is configured in the settings for all the tracker's lists. For example, in a tracker for project tasks, the list of incomplete tasks might appear before the list for complete tasks.

Filtering is the second way lists can be configured for a tracker's workflow. Filtering determines which items will be shown in each list. Filtering ensures the list only shows the items which are relevant to the given part of a workflow.

Finally, a list can have both a default and alternate forms and table views for displaying the contents of the list. Assuming the list's contents can stay the same (as defined by the list's filtering, different views of the same items to work with (view and/or edit) the items in different ways. For example, in a tracker for project tasks, a “work in progress” list could have a view for updating estimates and a different view for viewing progress.


Forms determine which information is presented for viewing or editing. Forms appear throughout a tracker's workflow, including the creation of items and viewing or editing items in a list.

A very simple method to customize a tracker's workflow is to create multiple forms. Each form is for a different purpose and displays different information for viewing or editing. For example, in a tracker for project tasks, there could be different forms for creating new tasks, updating a task's progress, or marking a task complete.

A second way to customize the workflow is to use popup forms. Individual forms and table views can have “form buttons” which will popup other forms in the same window. This is an effective way to view or edit small bits of information, without obstructing the main view. For example, a popup form could be used to mark a task complete.

customizing-workflow.txt · Last modified: 2018/02/26 18:26 by sroehling