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New Transition dialog box
In the New Transition dialog box, create a transition from one state in the lifecycle to another, and specify which roles are allowed to action the object through this transition.
| Field | Description |
|---|---|
|
From State |
Specify the state from which the transition occurs. Enter the name of a new state or select a state from the list. The name is not case-sensitive. It is stored in uppercase and is displayed with initial caps. |
|
To State |
Specify the state to which the transition occurs. Enter the name of a new state or select a state from the list. The name is not case-sensitive. It is stored in uppercase and is displayed with initial caps. |
| Is a Normal Transition | Select this option to indicate that this is a normal transition. |
| Keep open | Select this option if you want the dialog box to remain open. |
In the Roles section, select the roles for the transition, and specify if you want the roles to be optional and/or pending:
| Optional | Allows to action an object to the transition's from state even if there are no users holding that role. |
| Pending | Adds the object to the user's inbox and sends the user an email notification when the object is actioned to the from state for the transition. |
For details, see Roles on lifecycle transitions.
To create a new role, click the Add role button. For details, see Define roles.
See also:
