Polarion Workflow Extension Package

 Easy Project Administration using Work Item Workflows


This Workflow Extension will give you the possibility of extending your Project Administration with the help of Work Items!

  • Let customers or other departments request new projects for your Polarion installation without giving them permissions to create them on their own. You can check new requests, approve them and directly create the requested Project from the item. 
  • Copy common user role assignments between projects
  • you are missing a subtract operation for calculated fields? Work around it using the CopyField Action. (Detailed instructions can be found in the attached Readme.pdf)
Using this Package you will get the following functionality which can be used on any workflow action:
 Workflow Function Description 
CreateProject Create a Project in a specified location.
UpdateProjectDetails Configure Tracker Prefix, name of the Project and the description directly from a Work Item
CreateUsers Create new User(s) directly from a Work Item
AssignRoles Use this extension to reuse project role assignments by just copying a Work Item based configuration
AssignAuthor Assign the Author of an Item as Assignee
CopyField Copy a negative float field value to another field to enable subtraction for calculated fields
CreateWorkItemInTargetProject Create a work item of the specified type in the specified target project
DeleteProject Delete a project directly from a Work Item

A readme with detailed installation and usage instructions is part of the downloaded zi file.
In the Package you can also find an example project template with a configuration which has a specified process to test all included workflow actions:
  • Create a new Work Item to Manage a new Project and let yourself be assigned to the item
  • Create a new Project
  • Configure the Project Parameters
  • Create new Users for the project
  • and assign these new users roles for the new project
  • copy a float field to see the negative value of it in the target field
  • create a first task in the created project
  • delete the project again if the test is done!
This Extension will be updated regularly to extend its functionality, so have a look from time to time!


Vendor Stefan Schuck (Siemens PLM)
Published Version 1.0 - September 2013
Price Free
Community Supported Extension This extension is not supported by Siemens PLM.