Restrictions by Rule for a Transition

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.

Restriction:

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 About Decisions.
You cannot use a rule to restrict an outgoing transition from the Submit state.

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 for details.

Use Cases

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.