Modifying or deleting card transitions
Modify a card transition
Navigate to the Edit card transition page
- Sign in to Mingle as a project administrator and open the project with the card transitions you want to add or change (if you're not already working in the project).
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Click the Project admin tab.
Mingle displays the Project settings page.
if you are logged in as a project team member, Mingle displays the Team page.
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Click the Card transitions link.
Mingle displays the Card transitions page with all transitions setup for this project.
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edit a card transition, click the Edit this transition link below the transition you want to update. Mingle displays the Edit transition page.
Mingle displays the Edit card transition page.
Rename the transition...
Type a new Name for the transition.
This name will display as a link on cards that meet the card properties you specify here. It should describe the intent of the transition as succinctly as possible.
Choose a different card type...
You must specify a card type for the transition. Once you've chosen the type, Mingle will display the currently available properties for that card type so that you can configure the transition.
Choose different criteria properties...
Select the properties that a card must have for the transition to be made available by clicking on the links and selecting the property values. Mingle will display the transition link for all cards that match this criteria.
Hidden properties will be highlighted, however they can be used in a transition in exactly the same way as visible properties as described below. To see the effect of a transition on hidden card properties you need to look at the history for that card.
For all property types
- (any) - is the default, and indicates that transition will be available for any value of the property.
- (set) - indicates that the transition will be available if the value for this property is any value other than (not set).
- (not set) - indicates that the transition will only be available if the value for this property is (not set).
- New value... - you can choose to create a new property value if the one you want is not in the list.
- Project variable - if you have associated project variables with the property, then those project variables will be available for selection.
For team member properties
- (current user) - indicates that the transition will only be available if the value of the property is the currently logged in user.
For date properties
- (today) - indicates that the transition will only be available if the value of the property is the current date.
Assign different values to be set...
Select the card properties that will be set when team members click the card transition link, by clicking on the links and selecting the desired property values.
A transition must set at least one property, otherwise it would have no effect.
Here is where you can assign values to transition only properties as part of a transition, which cannot otherwise be modified.
For all property types
- (no change) - is the default, and indicates that the property value will not be modified by the transition.
- (not set) - indicates that the property value will be discarded by the transition.
- (user input - required) - will prompt the user to input a value for a property that is required for the transition to complete.
- (user input - optional) - will prompt the user to input a value for a property that can optionally be set with the transition.
- New value... - you can choose to create a new property value if the one you want is not in the list.
- Project variable - if you have associated project variables with the property, then those project variables will be available for selection.
For team member properties
- (current user) - will assign the current user to the property, this will be the user who initiates the transition.
For date properties
- (today) - will assign the current date to the property, this will be the date at which the transition was initiated.
For tree membership
- (remove card from this tree) - will remove only the card that the transition was executed on from the tree.
- (remove card and its children from this tree) - will remove the parent and all children cards from the tree.
Assign who can use this transition...
By default, the transition will be available to all team members.
You can restrict access to the transition to only specific team members or team members in specific user groups. For example, if you want this transition to only be available to team members in selected user groups, click Only team members of selected user groups. Mingle displays a list of all user groups in this project. Select the checkbox next to the names of the appropriate user groups.
Save your work...
Click the Save transition link.
Mingle updates the card transition and displays its details in the list of card transitions.
Delete a card transition...
Navigate to the Edit card transition page
- Sign in to Mingle as a project administrator and open the project with the card transitions you want to delete (if you're not already working in the project).
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Click the Project admin tab.
Mingle displays the Project settings page.
if you are logged in as a project team member, Mingle displays the Team page.
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Click the Card transitions link.
Mingle displays the Card transitions page with all transitions setup for this project.
To delete a card transition, click the Delete link below the transition you want to delete. Mingle asks you to confirm the deletion. Click OK.