New Transition Dialog Box

The New Transition dialog box allows you to create a transition from one state in the lifecycle to another state. It also enables you to specify which roles are allowed to action the object through this transition.

Clicking the add button: add_button00027.gif opens the New Role Definition Dialog Box, which enables you to create a new role. When you have created the role it is added to the table of roles in this dialog box.

There is a check box: keep_open_checkbox.gif at the top of the dialog to enable you to continue adding more states without dismissing the dialog box.

Field

Description

Rules and Guidelines

From State

The state from which the transition will occur.

NOTE  Case is ignored. The name is stored in Dimensions in upper case, and will be displayed with initial caps.

  • Default: The state selected if previously selected from the Lifecycle Model.

  • Enter the name, or the name of a new state in the text field or

  • Choose a state from the list.

To State

The state to which the transition will occur.

NOTE  Case is ignored. The name is stored in Dimensions in upper case, and will be displayed with initial caps.

  • Default: The state selected if previously selected from the Lifecycle Model.

  • Enter the name, or the name of a new state in the text field or

  • Choose a state from the list.

Is a Normal Transition

A check box indicating whether this is a normal transition.

  • Default: Unchecked.

  • Check to indicate a normal transition.

 

Table of Roles

 

Selection Check Box

A check box indicating if this role is selected for the transition.

Check to select the role.

Name

The name of the role.

Display only.

Optional

If selected, this means that actioning an object to the transition's from state does not require there to be a user holding that role.

If not selected, the actioning will be disallowed if there are no users holding that role.

Default: Unchecked.

For further details, see Assigning Pending and Optional Roles.

Pending

If selected, the object will appear in the user's inbox and the user will receive email notification when the object is actioned to the from state for the transition.

If not selected, it will not appear in the user's inbox and the user will not receive email notification, but the user will still be able to perform the action.

Default: Unchecked.

For further details, see Assigning Pending and Optional Roles.

Related Topics

Creating a New Transition

New Role Definition Dialog Box