Applications → Managing Transitions → Transition Settings → Form Tab of the Transition Property Editor
| Element | Description |
|---|---|
| Transition form | Select the form to be associated with the selected
transition.
You can select one of the following
items:
Note: For details about the differences between quick forms and custom
forms, see
Quick Forms or Custom Forms?.
For information about custom form types, see
About Forms.
|
| Quick transition (do not show a form) |
Bypasses the transition form. This option lets users quickly transition items out of a particular state if fields do not need to be modified. You can also use this option to bypass the transition form for the original item for Post or Subtask transitions. The form opens if there are required fields specified for the transition. If you select this option, you cannot select the Required attachment, Show "New Note" field, and Require "New Note" entry options. |
| New | You can base a new custom form on the quick form for the transition or on an existing custom form, or you can start with an empty form. (You can also create a state or transition form by right-clicking the Forms heading in App Explorer.) |
| Preview | View a mockup of the transition form as it will appear to
users. Use the controls at the top to view the form as it will be seen for
different transitions, to users assigned to different roles, and by style
(classic or
Work Center,
for example). Click the transition buttons or controls to experience the user
flow without deploying the process app.
Note: You can preview a state form from the
Form Preview Dialog Box
if the selected role has any "view item" privilege granted to it in the
Roles Editor.
You can preview a transition form if the selected role has any "transition
item" privilege. (An exception to this is the "Update" transition type, which
requires any "update item" privilege.)
|
| Edit | If a custom form is selected for the transition, click to open the form in the form editor. |
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