Edit Transition Dialog Box

The Edit Transition dialog box allows you to change the details for a selected transition in the lifecycle, and to specify which roles are allowed to action the object through this transition.

Clicking the Add button opens the New Role Definition dialog box, which enables you to create a new role. When you have created the role it is added to the table of roles in this dialog box.

Field | Description | Rules and Guidelines
From State | The state from which the transition occurs. | Enter the name in the text field or Choose a state from the list.
To State | The state to which the transition occurs. | Enter the name in the text field or Choose a state from the list.
Is a Normal Transition | A check box indicating whether this is a normal transition. | Display only.
| Table of Roles |
Selection Check Box | Indicates whether this role is selected for the transition. | Check to select the role.
Name | The name of the role. | Display only.
Optional | If selected, actioning an object to the transition's from state does not require a user holding that role. If not selected, the actioning is disallowed if there are no users holding that role. | Check to set as optional. For details, see Assigning Pending and Optional Roles.
Pending | If selected, the object is displayed in the user's inbox and the user receives an email notification when the object is actioned to the from state for the transition. If not selected, it is not displayed in the user's inbox and the user does not receive an email notification but can still perform the action. | Check to set as pending. For details, see Assigning Pending and Optional Roles.

Related Topics

Editing a Transition