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Creating Workflow Transitions

You can create new transitions in a new or existing workflow.

To create a transition:

  1. In the workflow editor, right-click over empty space and select New Transition, or click New Transition (Workflow toolbar).
  2. Click the source (starting) state for the transition.
  3. Click the destination (ending) state for the transition.

    The New Transition Properties dialog box appears.

  4. Type a Name for the transition.
  5. Optionally, type a Description.
  6. Select the transition Type.
  7. If you selected Normal or Parallel for the transition type, you can optionally select Authentication to require that users type their passwords when they run the transition.

    If you selected Automatic as the transition type, this option is not available.

  8. If you selected Parallel as the transition type, on the Roles tab, define the roles whose members can run the transition.

    This tab is only available for parallel transitions.

    For a user to run a parallel transition they must be part of the a Role assigned to the transition and also have permission to run the transition.

  9. On the Permissions tab, add users and groups and specify their permissions for running the transition.

    By default, the Admin user has permission to run transitions.

  10. Optionally, do one or more of the following:
    1. To restrict the files that can pass through the transition, define conditions on the Conditions tab.
    2. To specify actions that are triggered when the transition is run, add actions using the Actions tab.
    3. To define whom to notify when the transition is run, add folder notifications using the Notifications tab.
  11. Click OK.

    The transition appears in the workflow. An arrow starts at the source state and ends at the destination state. The transition name is in the middle of the arrow.
    You can move the transition by dragging it. The arrow lines automatically adjust.

  12. Click Save workflow_editor_save or File > Save to save the workflow.

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