Workflow transitions are enabled by default and help your organization ensure that item type changes are done using established criteria and an approval process before they can be finished. You can disable workflow transitions in the Workflow tab, which will allow users with permission to edit items in the Projects module to change an item type directly.
To disable workflow transitions in the Workflow tab
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the Environment Settings tab.
- Select the System Settings tab.
- Under Workflow Settings, select Allow Investment Type Changes Without Workflow.
- Click
Save
.