Edit transitions

Edit transitions

Overview

When a state is selected in the workflow panel, the transitions, state parameters, approvals, and tasks (as applicable to the state) are listed in the state editor. You can add and edit transitions from the state using the Transitions editor.

State panel - Approved state
State panel - Approved state

Choosing Transitions opens the Transitions editor:

  • Existing transitions can be edited or removed

  • New transitions added

Each state can have more than one possible transition to a destination state in the workflow.

However, when the state has an approval added:

  • Approve and Reject transitions can be added

  • Select and Submit transitions cannot be added

To add an approval and the related approval transitions, you must remove any existing Select or Submit transition from the state.

State transitions editor

When a state is displayed in the state panel:

  • Choose Transitions to open the transitions editor for the current state

Transitions editor - Updated and Expired transitions added with destination state
Transitions editor - Updated and Expired transitions added with destination state

Any existing added transitions from the current state and transition destination state (or destination state options for a select transition) are displayed.

Edit an existing transition

Choose an existing transition to change the transition type and/or the destination state using the dropdown menus.

Choose Add to save the change.

Remove a transition

Hold the pointer over a transition and choose the to remove a transition.

To save the changes to the state, ensure you choose Apply.

Add a new transition

One or more transitions can be added to a state by choosing the

  • Transition type from the Transition dropdown menu

  • Destination state from the State dropdown menu

Choose the Transition dropdown menu.

Transitions editor - Transition options menu -Submit, Select, and Tasks Completed
Transitions editor - Transition options menu -Submit, Select, and Tasks Completed
  • Choose a transition from the available transition types

To complete the transition, you must configure the destination state (or, if a Select transition is chosen, one or more destination states)

  • Choose the State dropdown menu for the new transition

Transitions editor - Submit transition destination state options
Transitions editor - Submit transition destination state options

For a Submit transition, only one destination state is possible. Use the Select transition if you want to provide the user a choice of destination state.

Transitions editor - Updated, Expired, and Submit transitions added
Transitions editor - Updated, Expired, and Submit transitions added

To amend changes to state transitions, choose Add.

To avoid the loss of transition updates made in the editor for the state, ensure that you:

  • Add the changes to the workflow by choosing Save in the Navigation panel

  • Add the updated workflow to the content or dashboard by selecting Exit in the Navigation panel

Approved and Rejected transitions

The Approved and Rejected transitions are only available after an approval has been added to the state.

Transitions editor - Approved and Rejected transitions added
Transitions editor - Approved and Rejected transitions added

There is no requirement to add both the Approved and Rejected transitions. Only one is required for the approval.

Adding an approval to the state restricts the choice of other transitions for the state - the submit and select transitions cannot be added.

Transitions editor - Transition type options menu
Transitions editor - Transition type options menu

Adding a condition for a transition

For Select transitions, one or more conditions can be added that must be met for the select transition to be active.

Transitions editor - Select transition - No added condition
Transitions editor - Select transition - No added condition

 Conditions for a select transition include

  • haslabel - Requires the content to have the label or labels added as the condition value

  • user - Requires the current user to be one of the users added as the condition value

Transitions editor - Select transition with haslabel condition
Transitions editor - Select transition with haslabel condition

Check Invert to make the condition valid when the value(s) specified are not present.

If the condition is not met, the workflow state dialog box on the page does not display the select transition option.

Workflow state dialog box - No displayed transition
Workflow state dialog box - No displayed transition

For more details on the Select transition, see the state-selection macro and conditions pages.

Related pages

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