Workflow transitions

Process Designer workflow transitions occur when a record moves from one phase to another phase. Transitions can happen manually, automatically, or by default. An automatic transition is taken when its condition is met. For example, the condition might check if a field value is a specific value. In this case, the transition is taken automatically when the record is saved. An example of a manual transition is when an operator clicks the “Request Validation” button in the toolbar of a form. A default transition is a special transition type that moves the workflow automatically only when no other automatic transition conditions are satisfied.

Note Transitions govern the flow of the workflow. However, in Change Management processes, an operator with Administrator rights can use the “Change Phase” menu option to bypass the workflow and jump to any phase.

After you add a transition, you can reposition it to avoid transitions overlapping with phases or other transitions. To reposition the transition, select the transition and move the green rectangular dot to achieve a desired layout.

You can also move a transition from one phase to another. To move the transition, select the transition, hover your mouse near the blue rectangular dot to see a hand symbol, and then move it to another phase.

Tip Workflow phases are connected by transitions to move from one phase to another phase. However, if you want to move to another phase from the current phase, you can use backend transitions. For more information, see the Process Designer Tailoring Best Practices.

Related topics

Workflow phases