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Skip Demo/RFP Selection During Activation for Test Workspaces

This was initially taken from a previous created defect Defect 1395030: [Scope] [Scope Activation] - If the workspace is marked as test during creation then the demo or RFP question should be skipped during Activation --but it is actually a suggestion for an enhancement story

Description

As a PDM workspace creator
I want the Demo/RFP selection step to be automatically handled when activating a test workspace
So that I can activate test workspaces faster without unnecessary configuration steps

When a workspace is explicitly marked as Test during creation, the activation flow should not require the user to manually choose whether the workspace is a Demo or RFP. This removes friction from a non-production workflow and ensures consistency in how test environments are handled.


Acceptance Criteria

1. Skip Demo/RFP Step for Test Workspaces

Given a PDM workspace is created and marked as Test
When the user initiates workspace activation
Then the Demo/RFP selection step is skipped automatically


2. Default Demo/RFP State for Test Workspaces

Given a workspace is marked as Test
When activation completes
Then the workspace is automatically set to Demo/RFP without user input


3. Preserve Existing Behavior for Non-Test Workspaces

Given a workspace is not marked as Test
When the user activates the workspace
Then the Demo/RFP selection step is shown and requires a Yes/No selection


4. No User Override for Test Workspaces

Given a workspace is marked as Test
When the activation flow runs
Then the user is not presented with an option to change or override the Demo/RFP state


Estimated Story Points

3

This involves conditional logic during activation, minor backend validation, and a small UI flow adjustment.


Work Type

Front-End (FE) & Back-End (BE)


Summary

This update streamlines workspace activation by removing an unnecessary decision point for test workspaces. When a workspace is marked as Test, the system automatically handles Demo/RFP configuration, resulting in a faster and more intuitive activation flow.


Why This Story?

✅ Removes friction from test workspace activation
✅ Prevents redundant or confusing configuration steps
✅ Aligns activation behavior with workspace intent (Test vs Production)


🎉 Release Notes

You are now able to activate test workspaces without being asked to select Demo or RFP.
We’ve streamlined activation so test environments are set up faster and with fewer clicks.
Less setup, more testing 🚀

  • April Hewko
  • Jan 6 2026
  • In Review