Users who are given Write or Change access to a Project can modify all issues in the project. However, an Administrator can configure restrictions as part of a Workflow that will make an issue and/or its individual elements read-only. This can be applied to one or more specific statuses in a workflow or to all statuses in a workflow. Restrictions are applied by project and effect all members of the project unless specifically configured otherwise.


Prerequisites

  • You must have "Change" access rights to the CMS project OR the Administrator role in the server. 


How to Make Issues Read-only

To make all elements of an issue read-only, the Restriction field should be set to "*". In the below example, when an issue has a Status of "Closed", all of its elements will be read-only for all users in the project. 

<Workflow initialStatus="New">
  <Status name="New">
    <NextStatuses>
      <NextStatus name="Closed"/>
      <NextStatus name="In Progress"/>
    </NextStatuses>
  </Status>             
  <Status name="In Progress">
    <NextStatuses>
      <NextStatus name="Closed"/>
    </NextStatuses>
  </Status>
  <Status name="Closed">
    <NextStatuses>
      <NextStatus name="In Progress"/>
    </NextStatuses>
     <Restrictions>
       <Restriction field="*"/>
     </Restrictions>
  </Status>                       
</Workflow>


How to Make a Specific Element(s) of Issues Read-only

To make specific elements of an issue read-only instead of all elements in a specific status, use one of the following field values. 


  • Name
  • Type
  • AssignedTo
  • Status
  • Description
  • Iteration
  • Attribute:ASID (provide the SID of the attribute)
  • Attachments
  • Relationship:ASID (provide the SID of the relationship)
  • Notes


In the below example, the Attribute with SID "ABAN" cannot be edited if the issue has a Status of "Closed". 


<Workflow initialStatus="New">
  <Status name="New">
    <NextStatuses>
      <NextStatus name="Closed"/>
      <NextStatus name="In Progress"/>
    </NextStatuses>
  </Status>             
  <Status name="In Progress">
    <NextStatuses>
      <NextStatus name="Closed"/>
    </NextStatuses>
  </Status>
  <Status name="Closed">
    <NextStatuses>
      <NextStatus name="In Progress"/>
    </NextStatuses>
     <Restrictions>
       <Restriction field="Attribute:ABAN"/>
     </Restrictions>
  </Status>                       
</Workflow>


Restricting edits to the following attribute types is not supported: 

  • External reference
  • Computed
  • Custom
  • Identity

How to Make Exceptions for User(s)

To make an exception to a restriction, i.e., to allow a specific user or users to continue to be able to edit a field element, enter a test using the Path Query Language to define the exception. In the below example, if the logged-in user is the Assigned to user, they can make changes to the issue even if the issue has a Status of "Closed". 


<Workflow initialStatus="New">
  <Status name="New">
    <NextStatuses>
      <NextStatus name="Closed"/>
      <NextStatus name="In Progress"/>
    </NextStatuses>
  </Status>             
  <Status name="In Progress">
    <NextStatuses>
      <NextStatus name="Closed"/>
    </NextStatuses>
  </Status>
  <Status name="Closed">
    <NextStatuses>
      <NextStatus name="In Progress"/>
    </NextStatuses>
     <Restrictions>
       <Restriction field="*" test="CurrentUser = AssignedTo"/>
     </Restrictions>
  </Status>                       
</Workflow>


Applying Restrictions to All Workflow Statuses

In the above examples, restrictions were configured for issues having a Status of "Closed". However, it is possible to configure the restrictions to apply to ALL statuses. This is done using the <All> tag placed within <Workflow> and along side all of the <Status> tags. In the below example, the ABAN Attribute, Attachments, IR Relationships, and Notes will all be read-only except if the logged-in user is the Assigned to user. 


<Workflow initialStatus="New">
  <Status name="New">
    <NextStatuses>
      <NextStatus name="Closed"/>
      <NextStatus name="In Progress"/>
    </NextStatuses>
  </Status>             
  <Status name="In Progress">
    <NextStatuses>
      <NextStatus name="Closed"/>
    </NextStatuses>
  </Status>
  <Status name="Closed">
    <NextStatuses>
      <NextStatus name="In Progress"/>
    </NextStatuses>
  </Status>            
  <All>
    <Restrictions>
      <Restriction field="Attribute:ABAN" test="CurrentUser = AssignedTo"/>
      <Restriction field="Attachments" test="CurrentUser = AssignedTo"/>
      <Restriction field="Relationship:IR" test="CurrentUser = AssignedTo"/>
      <Restriction field="Notes" test="CurrentUser = AssignedTo"/>
    </Restrictions>
  </All>           
</Workflow>


Note: Currently, it is not possible to restrict the removal of an issue from a project.