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Edit transitions using workflow builder

Owned by Robert Alexander Marshall
Last updated: Nov 14, 2023
4 min read
1 Overview | 2 State transitions editor | 3 Edit an existing transition | 4 Remove a transition | 5 Add a new transition | 6 Approved and Rejected transitions | 7 Adding a condition for a transition

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).

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.

Related pages

State transitions editor

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

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

Edit an existing transition

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

Choose Add to save the change.

Remove a transition

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

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.

  • select a transition from the available transition types

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

  • choose the State dropdown menu for the new transition

For a submit transition only one destination state is possible. Use the select transition if you want to provide the user a choice of destination state.

To amend changes to state transitions, choose Add.

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 are only available after an approval has been added to the state.

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.

 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 as the condition value

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

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