Tutorial

If you finished Part 5 of the tutorial, you may nearly have despaired when you saw that your brand new workflow produced a ticket that was just about useless. But no need for melancholy! Project Open won't leave you emotionally distraught. In this sixth and last part of the advanced workflow tutorial, I'll show you how to add fields to your ticket. By doing so, you'll see how you can customize ticket fields on a per-workflow basis.

You might think that after building the workflow, you're ready to begin using it. Not quite! You still need to tell Project Open that the new workflow exists. In Part 5 of the Project Open Advanced Workflow Tutorial, I'll show you how to add your new workflow to the list of available ticket types. Once added, people entering a Helpdesk ticket will see your new workflow as a ticket type.

The tutorial is in PDF format, because it contains many screen shots. You can download it or view it here.

Project Open's workflow editor now only lets you define basic workflows, complete with conditional branching. It also gives you tools to automate selected parts of that workflow. This tutorial will build on the first three by demonstrating how to automatically close a help desk ticket once a human finishes the Task called Work Ticket.

The tutorial is in PDF format, because it contains many screen shots. You can download it or view it here.

Project Open's advanced workflow editor gives you the ability to conditionally branch to different parts of a workflow depending on how the person working the ticket answers questions. In part 3 of the tutorial, I'll show you how to add that functionality. The tutorial will discuss:

Project Open ships with a powerful and flexible workflow editor. Unfortunately, like too many open source projects, it's documentation is great -- if you already know the system! Instead of sitting back and letting everyone else go through the frustration and extreme loss of time that I did, I decided to give something back and write a tutorial. Part 1's here. In Part 2 of our workflow tutorial, I'll cover these topics:

Project Open ships with a powerful workflow engine. However, it doesn't ship with any easy to use manual or tutorial to help you learn how to use this massive power. This is the first in a series of articles that tries to make it easy to use the Project Open Advanced Workflow editor.

This first part of the tutorial will introduce you to the basics that you'll need to build the workflow's skeleton. You'll learn how to: