Options Tab of the Transition Property Editor

Use this tab to modify various options for the transition.

Options

Element	Description
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.
Show "New Note" field	Inserts a New Note field during the selected transition. The field appears after the Standard Field section and lets users add a note to the item, automatically recording their name and a date/time stamp when the note was created.
Require "New Note" entry	Specifies the New Note field as requiring an entry. Users must enter a note to transition an item successfully.
Default submit transition	Specifies a transition from a Submit state for items that a user submits manually. By default, the first transition from a Submit state has this option selected, and other transitions have this option cleared. For details, refer to Creating Additional Submit Transitions.
Hide transition button on state form	Hides the transition button on state forms. This option is typically used to hide transition buttons for transitions that are invoked indirectly, such as Post or Subtask transitions. This option can be set for any transition, except those that start from the Submit state.
Transition button on mobile state form	If the application is enabled for mobile access, you can show or hide the transition button on mobile state forms. The options are: Always show: Show on all mobile state forms (both simple and advanced). Always hide: Hide on all mobile state forms. Hide in simple view: Show on advanced mobile state forms only. These options can be set for any transition, except those that start from the Submit state.
Allow update of submitter field	Enables users to change the Submitter value after an item is submitted in the event of a mistake or required change. For example, if the original submitter leaves the company and tickets need to be associated with a different submitter, select this option to make the Submitter field accessible for users with the Update Submitter Field privilege.
Reset submitter field to current user	During a copy transition, this replaces the Submitter field value from the original item with the user who performs the copy. If this option is not selected, the original Submitter value is copied to the new item.

Attachment

Element	Description
Required attachment	If attachments are not required for the transition, select <None> . Otherwise, select the type of attachment to be required.

Authentication

Element	Description
Required, Not required, Inherited	Important: If transition authentication is used, it is recommended that the SBM Server use HTTPS protocol. Select Required if users should supply their login IDs for the transition. The transition fails if a user does not provide the correct login ID and password or attempts to provide the login ID and password of another user. On successful authentication, the login ID and password are recorded as an electronic signature. If you select Required, you can also select an authentication option from the DateTime field to update list to record the time the transition was performed. The transition is stored in the transitions section of the Change History section for each item.

Element

Description

Required, Not required, Inherited

Important: If transition authentication is used, it is recommended that the SBM Server use HTTPS protocol.

Select Required if users should supply their login IDs for the transition. The transition fails if a user does not provide the correct login ID and password or attempts to provide the login ID and password of another user. On successful authentication, the login ID and password are recorded as an electronic signature.

If you select Required, you can also select an authentication option from the DateTime field to update list to record the time the transition was performed. The transition is stored in the transitions section of the Change History section for each item.

When selecting a Date/Time field for transition authentication:

Only Date/Time fields that are set to display the date and time or only the date are available for this option.
System fields cannot be used for transition authentication.
Deleted fields cannot be used for transition authentication.
Consider naming the Date/Time field so that it is clear that is used for transition authentication. Examples include "Authentication Time" and "Electronic Signature Recorded At."
The Date/Time field specified for transition authentication is always populated when the transition is executed. To prevent users from changing the date and time, consider moving the field to the Hidden Fields section or another section controlled by privileges. You can also set the field as read-only.
Change history for transition authentication is not recorded on Submit, Copy, or Delete transitions.

When setting authentication options for transitions:

If your system uses automatic log in (via Windows authentication or a third-party authentication system) for browser users, electronic signature passwords are checked against the same authentication source that Web services use for authentication.
This means if browser authentication is performed via Windows authentication and Web services are set to authenticate against the internal database, users should synchronize their SBM passwords and their network passwords, unless they choose to specify a unique password for authenticating transitions.
If your system uses LDAP authentication, LDAP handles password verification.
Authentication settings apply only to transitions that are executed manually by users. Automatic transitions that require authentication will fail. Use care when setting authentication options for transitions that are executed as part of actions, by e-mail submission, or by API programs.
You can override authentication options for child workflows and for projects. For best results, set authentication options at a parent workflow, and then enable or disable them for child workflows and projects as needed.

Options Tab of the Transition Property Editor

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