Changing the Terminology

[sitefinitysteve]

Right now we have it as "New->Approved->Commited->Done"

What do I have to do so that it's "New->Approved->Pending->Complete"

Is that possible?

[Joel]

Hi Steve,

The short answer is that yes, this is possible, but it's not a simple terminology change, but rather a change in your workflow.  If you are syncing this project with TFS, the task becomes a bit more difficult too as you will need to make the same types of changes in both systems.

Before going into detail about how to accomplish this task, I'll need you to answer a couple questions for us so we know what you ultimate goal is.

1. Are you using an existing project, or a creating new project?
2. If you are using an existing project, do you also want to change the state or any existing items from Committed to Pending and Done to Complete?
3. Are you syncing your project with TFS?
4. If you are, how important is it that TFS also uses these new states?

Thanks,

Joel
the Telerik team

[sitefinitysteve]

Thanks Joel
1) Existing
2) Yes please, state change :)
3) Nope
4) I mean...not totally...we mostly just do things though TP directly, why?

Steve

[Joel]

Hi Steve,

Given the answers you provided, please follow the steps below to modify your workflow to include Pending and Complete.

1. In the TeamPulse advanced settings...
   1. Backup your current settings to a file.
   2. Replace all usages of Committed with Pending and Done with Complete.
      1. State names are used in the following elements: StoryBoardStatusList, TaskBoardStatusList, Statuses, Transitions, UnexecutedStatuses, InProgressStatuses, DoneStatuses, and ExcludedStatuses.
      2. Be sure to only do this for the entity types you want to change (for instance, in the scrum template, stories, bugs, and tasks all use the Done status, but you might only want to do this for stories and bugs).
   3. In the Statuses list for each entity type you are changing, add a status for Committed and Done (this status will be removed later).
   4. In the Transitions list for each entity type you are changing, add a transition from Committed to Pending and from Done to Complete (this transition will be removed later).
   5. For each existing item in your system that is in the Committed state, change it to Pending and change each Done item to Complete.
      1. Note: this step is slightly easier if you're using TFS because you can use excel to bulk edit a lot of the items and then sync this state change back into TeamPulse.
2. In TFS, modify the work item type definitions of each work item type you want to change.
   1. In the Workflow section, replace all usages of Committed with Pending and Done with Complete.
   2. In the States list, add a state for Committed and Done (these states will be removed later).
   3. In the Transitions list for each entity type you are changing, add a transition from Committed to Pending and from Done to Complete (these transitions will be removed later).
   4. For each existing item in your system that is in the Committed state, change it to Pending and change each Done item to Complete.
      1. I would recommend using excel for this.
3. At this point, there should no longer be any items in your project in the Committed or Done states.  This would be a good time to perform a synchronization to make sure everything matches up in TeamPulse and TFS.
4. Remove the old states
   1. In the TeamPulse advanced settings, find any statues or transitions for Committed or Done and remove them.
   2. In the TFS work item type definitions, find any states or transitions for Committed or Done and remove them.

If you experience any issues during this process, please let us know.  Here are some links that might be of assistance:

How to: Add a custom state
TeamPulse project settings
Editing the TFS Process Template


Regards,
Joel
the Telerik team

[sitefinitysteve]

WOW :)

I'll get right on it, much thanks