General Transition Settings

Use the General page to override: You can also view general transition properties defined in SBM Composer.

The following information and options are available on the General page when you edit a transition.

General Settings

The following options are available for all transition types.
  • Transition Name

    Indicates the transition's display name.

  • From State

    Indicates the transition's originating state or decision.

  • To State

    Indicates the transition's destination state or decision.

  • Transition Internal Name

    Indicates the unique database name assigned to the transition. Use this name to reference the transition in scripts and Web service calls.

  • Transition Type

    Indicates the transition's type. Quick transitions, which enable users to bypass forms, are also noted. For details, refer to Transition Types.

  • Status

    Indicates whether the transition is enabled or disabled for the project. Transition status is always inherited from the workflow.

  • Form

    Indicates the form used for this transition. By default, the form inherited from the workflow or project is used. You can override this default form for individual transitions. Quick Form indicates that the built-in form will be used; other forms are custom forms created in SBM Composer. For details, refer to Overriding Forms for Transitions.

  • Required Attachment

    Indicates whether an attachment is required to complete the transition. The type of attachment is also specified.

  • End-user Help Text

    Shows the description for the transition that was provided in SBM Composer. If provided, this information is shown to users who click Get help for this Application or Get help for this Form on items that use this workflow.

    Use the scroll bar to view long descriptions. To hide the text, collapse the General section.
    Note: HTML tags provided in SBM Composer are not rendered.
  • Submit of Behalf Another User

    (Submit transitions only) – Enables you to inherit, enable, or disable the Allow submit on behalf of another user transition option found in SBM Composer. The options are:

    • Inherited (On/Off) – Inherits the parent workflow setting (either enabled or disabled).
    • On – Enables Allow submit on behalf of another user for this Submit transition.
    • Off – Disables Allow submit on behalf of another user for this Submit transition.
    Tip: You can enable users to submit on behalf of other users at the project level in SBM Application Administrator; however, you must add the Submitting Agent field to your primary table and deploy your process app first.
  • Update Submitter

    (Regular transitions only) – Enables you to inherit, enable, or disable the Update Submitter option found in SBM Composer. The options are:

    • Inherited (On/Off) – Inherits the parent workflow setting (either enabled or disabled).
    • On – Enables Update Submitter for this transition.
    • Off – Disables Update Submitter for this transition.

Authentication Settings

Use these options to override authentication settings applied for the transition in SBM Composer. Transitions that require authentication prompt users to enter their login ID and password before they can complete the transition. If you specify a Date/Time field, the authentication option is recorded in the Change History section. For details on configuring transition authentication, refer to Overriding Transition Authentication Options.

The following options are available in Application Administrator:
  • Override

    Select this check box to override authentication settings set in SBM Composer.

  • Required

    Select this check box to require users to provide a login ID and password before they can complete the transition.

  • Date/Time Field to Update

    Select a Date/Time field used to record the action in the Change History section. You can choose from Date/Time fields set to display date and time or date only.

Post Item Settings

By default, the post project for Copy, Post, and Subtask transitions is set to "Select at Runtime." This enables users to select a project to submit a new item created by the post, copy, or subtask action. You can override this setting, however, to open a Submit form for a specific project submit when users execute a transition of one of these types.

For details, refer to Overriding Post Project Settings.

The following Post options are available in Application Administrator:
  • Post Item Table

    Indicates the table to which items will be posted or copied. If the transition posts to an auxiliary table, the Post Item Project options are disabled.

  • Item Link Type

    Indicates the type of item links specified for the transition in SBM Composer.

  • Override

    Select this check box to override the post settings specified in SBM Composer.

  • Select at Runtime

    Select this option to enable users to select from an applicable list of projects to post or copy items.

  • Select Project

    Select this option to open a Submit form for the project selected in the project list. You may need to expand the project list to include projects that allow submits before this option is enabled.

  • Project List

    With the Select Project option selected, you can select a project from the list. You may need to expand the list to find the project you need.

External Post Database Settings

Applicable to External Post transitions only, this setting indicates the external database to which items are posted when this transition is executed. For details, refer to the Configuring Cross-database Posting section of the SBM System Administrator Guide.

Time Capture Settings

You can override Time Capture settings for transitions in a specific project as long as the Time Capture feature is enabled for the project. For example, Time Capture may be turned on for a project, but required for a specific transition. For details, refer to Time Capture.

Time Capture options cannot be enabled for submit transitions.

Note: If Time Capture settings are explicitly set for a project rather than inherited, and you later change the settings to "inherited," time capture overrides set for states and transitions in that project are removed.

Options are: