Tutorial: Basing an Action on a Single Selection Field

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.


The following must be set up before you perform this procedure:

To set up an action that is based on a Single Selection field:

  1. In the application workflow editor, right-click the Assign transition, and select Show Actions.
  2. On the Actions tab of the workflow Property Editor, click New. The Action Wizard opens.
  3. Select Transition and then click Next.
  4. Select This item and then click Next.
  5. Select Field Value.
  6. Click specified and select Category. The value link changes to one of the values for the Category field.
  7. If that value is not New Order, click the value and then select New Order.
  8. Click Next.
  9. Select SingleSelect:Place New Order(Assigned->Order Placed).
  10. Click Finish.
  11. Deploy the process app.
  12. Test the process app.
    1. In SBM Work Center, submit an item into the Single Select project.
    2. In the Title box, type a name for the item.
    3. In the Category list, select New Order.
    4. Click the Assign transition button.
    The Place Order transition is automatically executed.

Related Topics

Using the Action Wizard