Projex lets you restrict work item status transitions at each step of a workflow.
Entry point
In your project, navigate to . On the Product Requirement edit page, in the Workflow tab, click the "+" icon next to a step to add a rule.
The + icon is located in each intersecting cell of the status transition matrix and in the Related Object Transition Rules row at the bottom of the table.
Required field validation
You can require that specific fields be filled before a work item transitions to its target status.
In the Edit Step Transition Rule dialog box, you can configure the source status, target status, and the corresponding required fields. For example, to require the Iteration and Development fields to be filled when a work item moves from In Design to In Progress, set these fields as required and then click Save.
The system opens the Required Properties dialog box. This dialog shows the current status (e.g., In Design) and the target status (e.g., In Progress), and lists the required fields (e.g., Iteration, Development). The dialog also includes a note: "Filling required fields only populates empty fields and does not overwrite existing values." After you fill in the fields, click Confirm Change to complete the status transition.
Restrict by operator
This setting lets you specify which users can perform a status transition, ensuring only they can move a work item to the target status.
You can grant permission to specific users, work item roles (including custom roles), and project roles (including custom roles).
If an unauthorized user attempts to change the work item status, a Cannot transition to this status notification appears in the top-right corner of the page with the message: "You do not have permission to transition the current status. Please check the workflow transition rules."
Related item transition restrictions
When a work item's status changes, you can check its related items (parent-child, dependency, and association), including:
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Checking the status of related items, for example, by verifying that all child items are complete.
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Checking for the existence of related items, for example, by requiring that a task be linked to a parent requirement, which prevents unassociated tasks.
In the Edit Transition Restriction dialog box, you can set conditions that must be met when a work item transitions from Any Status to a specific status (such as In Progress). Add these restrictions by clicking the + Related Object Status Condition and + Related Object Required Condition buttons.
For example, if you try to move a parent requirement to the Completed status before all its sub-tasks are complete, the system prevents the transition and displays a Cannot transition to this status notification with a message such as: "All sub-tasks must be set to 'Completed' before this work item can be completed."