Non-orchestration users' transition
Board owners (admins) can allow a non-
board
users to perform a particular transition in the
board
by configuring Organization users in the Before section of the Blueprint transition. An email template will be triggered to the non-
board
user along with the transition button for the user to perform the respective transition.
Business case
A software company named Zylker provides assets to its employees. A specific team has been assigned to allocate and monitor asset requests. Employees must raise their asset requests, and the organization manager must accept them before the asset request team can proceed further. An organization manager can be added as a transition owner just to accept or reject the request.
To allow an organization user (non-
board
user) to perform a transition in the Board:
-
Navigate to
Boards
.
-
Click more options
, and select Manage Board . (or)
-
Navigate to
, and select Board from the menu.
-
Click the
board
to be edited.
-
You will land in
Step 1: Create Form
.
-
Select the necessary transition to be performed by the non-
board
user.
-
Click the Organization Users
icon, beside ' Who can perform this transition? ' user drop-down field.
-
Select the respective email template (default or custom) to be sent to the non-
board
user.
- Click Add .
Only email templates where 'Transition ID' is used as a placeholder will be listed here.
To add custom email template:
-
Navigate to
-
Select
Email Templates
under
Customization
.
-
Click the
New Email Templates
button.
-
Select the
Board
and click
Proceed
.
-
Choose a theme and enter the template details (template name, subject, body of the email, etc.) and click
Save
.
-
Go to the respective Board setup.
-
Click the transition the email template needs to be added to.
-
In the
Before
section, click the Organization Users
- Click Add .
Add Transition buttons to Custom Email Template:
Type # to add the required placeholders to the email template. To add transition buttons to the email template, type # and choose the
Next Allowed Transition
option under
Cards
.
How can non-board users perform the transitions
The non-
board
user who needs to perform the transition will receive an email with the transition buttons. On clicking the transition button, the respective user will be navigated to Qntrl with a confirmation pop-up menu. Click
Submit
to complete your transition.
If any criteria has been setup in the
During
section of the transition, a pop-up with the necessary fields will need to be filled in. Upon successful completion of the transition, another success pop-up will appear.
An unsuccessful pop-up message appears right after clicking the transition button, if you do not have the necessary permissions, or when the transition has already been modified, or when the transition has been deleted.
Card details will not be displayed to non-board users. If any fields were set up in the During section of the transition, only those fields will be displayed in a pop-up, or just the success/ failure message will be displayed.
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