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- Click on to add the states for defining the process.
- 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". - Under Change State
- Under From, select the origin state of your Workflow.
e.g, Select 'Closed' under From for the above example. - Under To, select the next state of your Workflow.
e.g, Select 'Open' under To for the above example.
- Under From, select the origin state of your Workflow.
- Under Assign To you need to select the user to whom the workflow will be assigned to. Following are the available options:
- Unchanged
- Uassigned
- State Manager
- Previously Assigned
- Requestor
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- - When doing the transition, the same user will be assigned to the new state.
- Unassigned - No user will be assigned to the new state after transition.
- State Manager- The User defined as state manager for that state.
- Previously Assigned- The user previously assigned to that state.
- Requestor- The user who initiated the process.
- 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.
- Click on Save.