Tuesday, June 7, 2011

Defect Workflow customisation in TFS

Download and install team foundation server 2010 power tools. The process editor has a user interface using which you can do the workflow customisation.

Open VS2010, connect to the tfs server. You will see the Process editor under Tools Menu.



Go to Tools-->Process Editor--> Work Item Types-->Open WIT from Server.


Select the workitem type "Bug" to edit from the project for which you want to set up the defect workflow.


Go to the workflow tab, there is a diagrammatic representation of the defect workflow provided by default. This can be edited.


The defect workflow consists of

a) State denoted by a red box


b) transition denoted by the transition rules box and connectors


You can use the toolbox to add the states and transitions, by dragging and dropping them onto the workflow pane.


When you right click on a state, you can add/edit an existing Ref Name


Add a new Ref Name/ Click on an existing one to set rules.


We can edit the workflow transition, by double clicking on the transition box.


The default reason and additional reasons can be specified.


Actions can be added as well.


Field references can be added.

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