New Transition Dialog Box

The New Transition dialog box allows you to create a transition from one state in the lifecycle to another state. It also enables you 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.

There is a Keep Open check box at the top of the dialog to enable you to continue adding more states without dismissing the dialog box.

Field | Description | Rules and Guidelines
From State | The state from which the transition occurs. NOTE Case is ignored. The name is stored in Dimensions in uppercase and is displayed with initial caps. | Default: The state selected if previously selected from the Lifecycle Model. Enter the name, or the name of a new state in the text field or Choose a state from the list.
To State | The state to which the transition occurs. NOTE Case is ignored. The name is stored in Dimensions in uppercase and is displayed with initial caps. | Default: The state selected if previously selected from the Lifecycle Model. Enter the name, or the name of a new state in the text field or c hoose a state from the list.
Is a Normal Transition | A check box indicating whether this is a normal transition. | Default: Cleared. Check to indicate a normal transition.
| Table of Roles |
Selection Check Box | Indicates whether this role is selected for the transition. | 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. | Default: Cleared. 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, the object is not displayed in the user's inbox and the user does not receive an email notification but can still perform the action. | Default: Cleared. For details, see Assigning Pending and Optional Roles.

Related Topics

Creating a New Transition

New Role Definition Dialog Box