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Adding Transition Conditions

You can define which files can pass through a transition based on one or more criteria, such as file type or card variable values.

To add transition conditions:

  1. Hover over the transition in the workflow editor until the edit_state icon appears, then click.
  2. In the Properties dialog box, on the Conditions tab, select <Click here to add a condition>.

    A list of conditions appears.

  3. Select a variable or one of the following:
    • Or - Creates an OR container that you can use to group conditions where only one condition must be true.
    • Category - Matches files and items by category, as specified by Value.
    • Filepath - For files, matches by filename, extension, or path, as specified by Value.
    • Object type - Matches files by object type (BOM, File, or Item), as specified by Value.
    • Revision - Matches files by revision number, as specified by Value.
    • Remove - Available when you select an existing condition. Removes the selected condition.
  4. Under Comparison, expand the list and select a comparison operator.

    The operators available are determined by the condition you added in step 3.

  5. Type the value to be used to determine which files match the condition.
  6. If you chose a variable as the condition, you can specify the data card Configuration tab to search for the variable, for example Default.

    Leave Configuration blank to search all configurations.

  7. Click OK.
  8. Click Save (Administration toolbar) or File > Save .

    The changes are saved to the workflow.

When a user tries to use this transition to change the state of a file for which the conditions are not met, the state change fails and Enterprise PDM displays a message box.

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