You can create an action that executes a specific transition when
a user selects a value in a field. For example, when a user selects a value
Category field, the item is transitioned to a specific state based
on that value. If users select
New Order from the
Category field, the
Place New Order transition is executed and the item
is sent to an
Order Placed state.
The following must be set up before you perform this procedure:
- Application workflow renamed to
- Single Selection field named "Category" with
Account Management values
- Assigned state
- Assign transition that leads from the
New state to the
- Order Placed state
- Place New Order transition that leads from
Assigned state to the
Order Placed state
- Closed inactive state
- Close transition that leads from the
Order Placed state to the
To set up an action that is based on a
Single Selection field:
In the application workflow editor, right-click the
Assign transition, and select
Actions tab of the workflow Property Editor,
Action Wizard opens.
Transition and then click
This item and then click
specified and select
value link changes to one of the values for
If that value is not
New Order, click the value and then select
SingleSelect:Place New Order(Assigned->Order
Deploy the process app.
Test the process app.
Place Order transition is automatically
SBM User Workspace, submit an
item into the Single Select project.
Title box, type a name for the item.
Category list, select
Assign transition button.
Copyright © 2007–2016 Serena Software, Inc. All rights reserved.