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Table of Contents
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Overview

When a state is selected in the workflow panel or the (navigator panel) the transitions, state parameters, approvals, and tasks are listed in the state editor (as applicable to the state).

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Choosing Transitions opens the Transitions editor

  • existing transitions can be edited or removed

  • new transitions added

When the state has an approval added:

  • the approve and reject transitions will be available

  • the select and submit transitions will not be available

Each state can have more than one possible transition to a destination state in the workflow.

Editing a state in workflow builder

Child pages (Children Display)pageEdit states using workflow builder

Related pages

Filter by label (Content by label)
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State transitions editor

When a state is displayed in the state inspector panel choose Transitions to open the transitions editor for the current state.

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Any existing added transition types from the current state and transition destination state (or destination state options for a select transition) will be  are displayed.

Edit an existing transition

Choose an existing transition to change the transition type and/or the destination state using the dropdown menus.

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Choose Add to save the change.

Remove a transition

Mouse over a transition and choose the popup X  to remove a transition.

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To save the changes to the state, ensure you choose Apply.

Add a new transition

One or more transitions can be added to a state by choosing

  • the type of transition from a Transition dropdown menu

  • the destination state from a State dropdown menu

Choose the Transition dropdown menu.

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    Choose

    • select a transition from the available transition types

    .

    Info

    To complete the transition, you must configure the destination state (or if select transition is chosen one or more destination states)

    .

    Choose

    • choose the State

    v

    • dropdown menu for the new transition

    .

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    Tip

    For a submit transition only one destination state is possible.

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    Use the select transition if you want to provide the user a choice of destination state.

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    To amend changes to state transitions, choose Add.

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    (blue star) To avoid the loss of transition changes in the state you must then

    • add the changes to the workflow by choosing Save in the Navigation panel

    • add the updated workflow to the content or dashboard by selecting Exit in the Navigation panel

    Approved and Rejected transitions

    The Approved and Rejected transitions will are only be available after and an approval has been added to the state.

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    Info

    There is no requirement to add both the Approved and Rejected transition. Only one is required for the approval.

    Adding an approval to the state restricts the choice of other transitions for the state - the submit and select transitions cannot be added.

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    Adding a condition for a transition

    For Select transitions, one or more conditions can be added that must be met for the select transition to be active.

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     Conditions for a select transition include

    • haslabel requiring the content to have the label or labels added as the condition value

    • user requires the current user to be one of the added users added as users as the condition value

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    Tip
    Checking

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     makes

     to make the condition valid when the value(s) specified is not present.

    If the condition is not met then the workflow popup on the content will not display the select transition option.

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    For more detail on the Select transition see the state-selection macro and also conditions.

    See also

    Using Workflow Builder

    Workflow Authoring Guide

    Administration Guides