State Models in Projects

tip

Roles required:

• Create, edit, delete – admin, pda_admin.
• Read – any user.

In the SDLC application, the State Models in Project (pda_state_model_project) table is available to you. Its records show the state models applied to task types in specific projects in the widgets. If you add a task type to an existing project, the state model in this project is only added if there is a state model that meets both of the following conditions:

• The state model Condition has a part "Project equals the current project" separated from the other parts of the condition with the OR operator;
• The Table of the state model matches the table the State options of which are applied for the task type. This must be the task type table. Do not specify the SDLC Task (pda_backlog_item) table in this field, if you configure a state model for its child table: this will result in errors.

If no state models meet these criteria, you will see a toast message informing you that the system could not create a state model in project for this task type.

caution

If no state model is specified for a task type in a project, in this project:

• On the board: all state transitions are allowed for this task type.
• On the task form: if there is a suitable state model for this task type, it is applied. If there is no such state model, all transitions are allowed.

To configure a state model for a task type in a specific project, complete the following steps:

1. Navigate to SDLC → Projects → All Projects or My Projects.

2. Open the form of the project for which you need to configure the state models.

3. In the related lists area, open State Models.

   • Click New to add a state model in project record. Note that the combination of the Project and Task type has to be unique: you can only add one state model in project for each task type.
   • Open the record of the required task type in the list to edit an existing relation.

4. Fill in the form fields and click Save or Save and exit.

caution

• Do not change the Condition of state model records manually. The condition is upated automatically when the task type that utilizes a state model is added to a project.
• If you need to manually delete a state model's "Project equals" Condition, ensure to delete the State Models in Project records that utilized this state model in the project which condition you have deleted.

State Models in Project form fields

Field	Mandatory	Description
Project	Y	Specify a project in which you need to apply the state model. You can only specify an active project. If the Task type field is completed, an additional criterion is applied: you can only specify the projects to which the specified task type is added.
Task type	Y	Specify a task type for which you need to configure the state model. You can select from the first, second, and third level task types. If the Project field is completed, an additional criterion is applied: you can only specify a task type added to this project.
State model	Y	The field is displayed only if the Task type is specified. In this field, you can specify a state model the Table of which matches the table whose State options are applied for the task type. When a state model in project is saved, the system checks if the specified model's condition contains the "Project equals the current record project" part separated from other parts of the condition with the OR operator. If there is no such part, the system adds it.

info

When you delete a:

• Task type from a project, the corresponding State Models in Project record is not deleted. This means that if you add this task type to the same project again, it will be added with the same state model that was previously configured for it.
• A task type, project, or state model from the system, the corresponding State Models in Project records are deleted automatically.
• Record of the State Models in Project table, the system checks the condition specified in the state model record. If the condition contains the "Project equals the current record project" part separated from other parts of the condition with the OR operator, the system deletes this part.