Form Tab of the Transition Property Editor

Use this tab to select, create, edit, and preview the form for the transition selected in the workflow editor.
Element Description
Transition form Select the form to be associated with the selected transition.
You can select one of the following items:
  • [Inherit from workflow] The default form that was specified for the workflow on the Forms tab of the workflow Property Editor is used.
  • [quick form] A form that was generated by the system is used.
  • A custom form that was created is used.
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.

Related Topics

Using the Property Editors

Behavior Tab of the Control Property Editor