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
from a
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.
Prerequisites:
The following must be set up before you perform this procedure:
- Application workflow renamed to
Single Select.
- Single Selection field named "Category" with
New Order,
Service, and
Account Management values
- Assigned state
- Assign transition that leads from the
New state to the
Assigned state
- Order Placed state
- Place New Order transition that leads from
the
Assigned state to the
Order Placed state
- Closed inactive state
- Close transition that leads from the
Order Placed state to the
Closed state
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
Show Actions.
-
On the
Actions tab of the workflow Property Editor,
click
New.
The
Action Wizard opens.
-
Select
Transition and then click
Next.
-
Select
This item and then click
Next.
-
Select
Field Value.
-
Click
specified and select
Category.
The
value link changes to one of the values for
the
Category field.
-
If that value is not
New Order, click the value and then select
New Order.
-
Click
Next.
-
Select
SingleSelect:Place New Order(Assigned->Order
Placed).
-
Click
Finish.
-
Deploy the process app.
-
Test the process app.
-
In
SBM Work Center,
submit an item into the Single Select project.
-
In the
Title box, type a name for the item.
-
In the
Category list, select
New Order.
-
Click the
Assign transition button.
The
Place Order transition is automatically
executed.
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