Workflow Transitions

Contents

• Creating Workflow Transitions
  

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

• Parallel Workflow Transitions
  

  When you create or edit a workflow transition, you can select Parallel as the transition type. This requires multiple users to run the transition before a file is moved to a new state.

• 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.

• Condition Operators for Workflow Transitions
  

  When you define conditions for workflow transitions, you can use the following operators in the Comparison column.

• Requiring Electronic Signatures for Transitions
  

  You can configure specific workflow transitions to prompt for an electronic signature when users change the state of a file.

• Adding Transition Actions
  

  You can add any number of transition actions to a transition. A transition action triggers one or more predefined events when a file passes the transition. For example, you can define an action that sets a new revision number on a file and updates the Approved variable with the name of the user approving the file (electronically sign the file).

• Setting Transition Rights
  

  You can assign permissions to control whether users or groups of users can send files through a transition.

• Example: Automatically Routing Files to Different States
  

  In this example, files sent for approval are routed to different states depending on the file type.