Manage transitions between workflow activities

Transitions define the processing path of the workflow, depending on conditions defined in each activity.

Before you begin

Role required: admin

About this task

All conditions in an activity must have a transition and all transitions must have a connection to another activity or to the End activity.

Note:

Run the workflow validation tool prior to publishing to detect missing or disconnected transitions that could cause a workflow to hang.

Procedure

1. Add transitions to the workflow using either of these methods:
   • Drag and drop an activity directly onto a transition line to connect it to the adjacent activities. The transition line turns blue when the connection is made. The system updates the transitions automatically to reflect the new sequence.

     

   • Drag the activity to an open area in the canvas and create the transitions manually. Click the yellow square on the right side of the activity condition and drag a connector to the next task.

     

2. You can draw multiple transitions from the same activity condition if the activity executes concurrently.
3. To remove a transition, click to highlight it, and then press Delete.

Custom activity transitions

Controls on the Approval - User activity enable an administrator to add additional workflow transitions to the activity other than the default transitions of Approved or Rejected.

Transitions defined using this method do not become a permanent feature of the Approval - User activity. After a new transition is configured, that transition must be applied manually to subsequent instances of the activity, where desired.