You can associate a rule with a transition that determines whether the
transition will be available to users. If the rule evaluates to true, and if no
other restrictions on the transition apply, the transition will appear on the
form for the source state.
- You cannot use a rule to restrict an outgoing transition from a
decision, because these transitions have their own rules associated with them.
For more information, see
- You cannot use a rule to restrict an outgoing transition from the
To restrict a transition using a rule:
- Open the workflow containing the transition.
- Select the transition.
- In the transition Property Editor, click the
Restrict By Rule tab. See
Restrict By Rule Tab of the Transition Property Editor
The following list describes some use cases for restricting
transitions by rules.
- Item aging: The
Expedite transition should be available only
when an item is at least ten days old.
- Priority service: The
Calculate Discount transition should be
available only for priority service customers.
- Item escalation: The
Escalate transition should be available only
for a high severity item that was submitted by a new customer.
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