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Changing Transition Relationships

Prerequisites:

Use the Designing Workflow area or the Edit Transition dialog to modify the starting and ending workstates of each transition.

To change transition relationships in the Designing Workflow area:
  1. Click the transition arrow in the Designing Workflow area. The arrow displays as highlighted (in blue).

    Select Transition

  2. To reorient a transition arrow, drag either end to a new connection point. Be sure to drag the square end points to initiate the move.

    Changed Transition Relationship

  3. To modify the transition information after reorienting the transition arrows, choose either method to access the Edit Transition dialog:
    • Select the transition arrow and click Edit.
    • Select the transition arrow and then double click the highlighted item in the Workflow Transitions area.
  4. Edit the appropriate fields described in the table below.
    FieldDescription
    NameFriendly name of the transition.
    Description (optional)Details about the transition.
    Current WorkstateValue pre-selected in the Designing Workflow area. Starting (or current) workstate of the content item. The CMS uses the workstate ID to determine the workstate.
    Next WorkstateValue pre-selected in the Designing Workflow area. Workstate to which the content item moves after the transition concludes. The CMS uses the workstate ID to determine the next workstate.
    Is DefaultIf selected, the current transition saves as the default transition for the workstate.
    Note
    Workstates can use multiple transitions.
    Next Group User group to which the content item is assigned after the transition completes.
    Default User (optional)

    Value determines which user displays as the top list item choice in the Advance Workflow dialog's Assign To drop-down list.

    The group selected in the Next Group drop-down list filters the available users in the Default User drop-down list. Choose -- No Default User -- to opt out of designating a default user.

    The group or user selected in the Assign To list is assigned the content item after the transition completes.

    Version Notes: CMS 10.5

    You can choose -- Self -- as the default user. If selected, this option displays the name of the user, who is advancing the content item, as the top list item choice in the Advance Workflow dialog's Assign To drop-down list.

    If the current user isn't a member of the start group and -- Self -- is selected, the Assign To drop-down list uses the -- No Default User -- behavior.

    When users assign content items via the Advance Workflow dialog, keep the following in mind:

    • If an item is assigned to a group, individual members can claim the content item by selecting Assign to Me in the Edit form toolbar.
    • The content item is then assigned to that user and not to the entire group. Users can view all their group- and user-assigned content items in Assignments.
    Allow Next Group to AdvanceIf selected, permits the members of the next group to advance the content item to the next workstate. Otherwise, only users with sufficient permissions may advance the content item.
  5. Click Save Current Item to save changes and continue working in the dialog. Create actions to initiate during workflow transitions.
  6. Click Save and Close. The dialog closes and the new transition displays in the Workflow Transitions pane.
  7. Click Save in the top menu of the Designing Workflow area when finished making changes in the workflow. Ingeniux CMS saves the workflow in Workflows Designer. This workflow is available for content items in the Site Tree and Assets Tree.
    Important
    All workstates require cohesive transitions before saving.
 

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