Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click on  to add the states for defining the process. 
  2. Under Name, enter the name of the action/transition. This name will appear when doing transitions of the workflow instance.
    E.g. for moving a workflow from 'Closed' state to 'Open', you can name it "Reopen". 
  3. Under Change State
    1. Under From, select the origin state of your Workflow.
      e.g, Select 'Closed' under From for the above example
    2. Under To, select the next state of your Workflow.
      e.g, Select 'Open' under To for the above example
  4. Under Assign To you need to select the user to whom the workflow will be assigned to. Following are the available options:
    1. Unchanged
    2. Uassigned
    3. State Manager
    4. Previously Assigned
    5. Requestor

 

...

    1. - When doing the transition, the same user will be assigned to the new state.
    2. Unassigned - No user will be assigned to the new state after transition.
    3. State Manager- The User defined as state manager for that state.
    4. Previously Assigned- The user previously assigned to that state.
    5. Requestor- The user who initiated the process.
  1. The option Allow User the user to perform the next transition. This is useful when the transition needs to be done by the requestor email or timeout policy. 
  2. Click on Save.