Adding a workflow transition

A workflow transition is when an item meets the predefined conditions that allow it to be changed from one type to another. Add a new workflow transition. Give it a name. Describe it. You must select a source item type and a destination item type for every workflow transition. It can be helpful to give a workflow transition a name that is based on the source and destination item types. If a workflow transition requires approval, then choose the user, role, or group of users from the Approval List drop-down.

To add a workflow transition

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Workflow and Approvals tab.
  4. Select the Workflow tab.
  5. Click New New.
  6. Under Properties, name the workflow transition and provide a description. Select a source item type and a destination item type. Select a workflow transition template (if available). Select an approval list (if applicable).
  7. Select Active to make the workflow transition an active workflow transition. Only active workflow transitions will be available in the Workflow view from the Projects module.
  8. Select Audit this transition to create workflow transition audits for the workflow transition. Workflow audits are available from the History tab in the Workflow tab.
  9. Select Auto Finalize if the workflow transition does not require approvals before it can be finished.
  10. Under Rule Detail, define the criteria for the workflow transition and click Add. These are the conditions that must be met before the workflow transition can be started. As each rule is created, it will be shown under Filter Rules.
  11. Click Save Save.