Transitions

A transition is a link from one activity or control element in a process to the next. A transition defines the passing of control from one completed activity to another.

It can be configured through event definitions to trigger actions, such as sending a mail, and also to define requirements to enforce voting (approval) of an activity.

You can work with the transitions between the activities:

• Displayed in the Process designer
• Listed in the Activities in Process templates view

Working with the transitions

Follow these steps to work with transitions:

Go to the Process templates view.

• To work with transitions in process designer, click the Designer button, right-click the transition you want to work with, and click Edit to open the Transitions dialog box for the transition.
• To work with transitions in process templates, click the context menu button of the relevant template and lick Transitions to open the Transition dialog box.

In the Transitions dialog box, configure the transitions for a process template. You define the starting and finishing point of the transition and what should happen when the process continues from the previous point to the next.

1. In the Name field, type the name of the transition. The name will be displayed as a button on the form for the activity where the transition starts.

2. From the From dropdown list, select the activity where the transition should start. The From activity is automatically entered when the transition is created in the Process Designer.

3. From the To dropdown list, select the activity where the transition should go to. The To activity is automatically entered when the transition is created in the Process Designer.

4. In the Votes required (individuals) field, type the number or percentage of users who have to accept the From activity in order for the process to continue. Only applies if Voting has been selected for the Activity in the From activity.

5. Use the Onclick event handler to select, add or edit a JavaScript that will run when the transition is initiated.

6. Select the Bypass validations checkbox if you want to skip the validation on your form. This can be relevant if you require a field to be filled in before sending it further, but not if you send it back to the originator. Then you can bypass the validation on the Send back transition.

note

By default, validations upholding your form are performed on every transition.

To enhance the functionality of a transition, it is possible to add transition events to a transition, for example a mail sent to notify a user. An event can be activated or triggered on conditions which are defined in the Event Definition dialog box.

note

It is not possible to define events for transitions going from the starting point to the first activity.

In the Events to be triggered pane you can work with the events to be triggered. The events will be listed in the Events to be Triggered pane displaying the name of the events to be triggered and the number of actions which occur within the event.

On the Events to be Triggered pane toolbar:

1. Click New to create a new event in the Event Definition dialog box.

2. Select an existing event and click Edit to change the event definition.

3. Select an event and click Delete to delete the event. Confirm that you want to delete the event.