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Info

If you add an approval to a state with an existing select transition, the workflow popup on the content will only display the approval Approve and Reject buttons.


Viewing

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transitions in the workflow builder

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In the app space settings

  • open the visual editor for a custom workflow

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This displays the state editor for the chosen state in the left-hand workflow panel.

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The editor displays

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the state name and,

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  • state name

  • state attributes, such as final

  • number of Transitions and Approvals for the state

Info

Each transition from a state and the transition destination state is also displayed in the visual workflow diagram.

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The current state Approved in our example has a single transition. Choose

To add new transitions or edit the existing transitions from the state:

  • choose Transitions (or + Transitions button in the navigator panel)

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Use the dropdown menus to edit the type of transition and the destination state for each transition.

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Info

If changes are made to the state transition(s) the Add button will be blue.

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Approved and Reject transitions are only available when an approval has been added to the state.

  • choose Add to update the transitions for the state

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Transitions available to add for a state without an approval

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To add a new transition or amend an existing transition

  • choose the Transition (or the existing Updated) dropdown menu

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  • select the

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  • type of transition

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  • choose open the State (or for the Updated transition the existing Review state) dropdown menu to

  • select the destination state for the transition

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    • choose Add to confirm any changes and update the transitions for the current state.

    If you add When adding a Select transition, you must add at least one or more destination states state in the transitions editor. If you add more than one, the page editor can choose the destination state from the states.

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    The destination state for this select transition will be is chosen from these states by the user using the workflow popup on the content.

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    Deleting a transition

    To Highlight it to delete an existing transition highlight the transition.

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    Choose X to remove the transition.

    Select Add to confirm the change and update the transition for the current state. Insert excerptEdit, add and delete a state in workflow builderEdit, add and delete a state in workflow buildernopaneltrue

    Transitions from a state with an added approval

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    When a state has an approval is added to a state

    • the approved Approved and rejected Rejected transition options become available for the state in the transitions editor

    • the select transition is not available

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    The Review state above , has three existing transitions

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    • Updated and Approved

    This state has a content review an approval, but the Rejected transition has not been added. Only one of the approval transitions is required for an approvalthe approval. On the page, the Reject option is displayed in the workflow popup, and rejecting the page is recorded in the document activity report for the page, but no transition takes place.

    Rejected and Expired transitions can be added to this state if required.

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