BlueCielo Meridian Advanced Project Workflow Module 2013 Configuration Guide | BlueCielo ECM Solutions

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Creating a workflow transition condition

The conditions of a workflow transition determine under what circumstances the transition should be visible for selection by the current To Do Person. They can be as simple as evaluating the value of one or more project definition properties, the result of a VBScript expression that evaluates any system properties, or as complex as a combination of both.

To create a transition condition filter:

  1. Select the project definition in the left pane of Meridian Enterprise Configurator.
  2. Click the States tab in the right pane. The workflow displays in the right pane.
  3. Click the Edit button to enable modification of the project definition.
  4. Double-click the transition to which you want to add a condition. The Properties dialog for the transition appears.
  5. Click the Conditions tab. The current condition options for the transition display as shown in the following figure.

  1. Enable the check boxes for your desired options and use the Add, Remove, and Remove All buttons to configure the options on the Conditions tab from the descriptions in the following table.
Conditions options
Option Description

Apply the following filters for this Transition to be visible 

Enable this option to require that the listed conditions be met before the transition is visible for execution.

all of these conditions should be met 

Requires that all listed conditions be met. Equivalent to applying the Boolean AND operator to the conditions.

at least one of these conditions should be met

Requires at least one of the listed conditions to be met. Equivalent to applying the Boolean OR operator to the conditions.

Match Scope

Choose between Current Project and Never as the scope to which this criterion will apply.

Property

Select a property on which the transition must depend.

Condition

Select a condition on which to evaluate the property’s value.

Value

Type the property value on which the transition must depend.

To run this Transition, this expression must be TRUE

Enable this option to type a VBScript expression to be evaluated as a condition of transition visibility. Click the BlueCielo Script Editor button  to use the Script Editor to help you build and validate the expression.

If the expression is FALSE, this message must be shown

Type a message to be displayed if the VBScript expression evaluates to False (the condition fails).

Tip    Double-click any cell to display the Property list for the next available property filter.

Tip    You will also find the Remove and Remove All commands on the context menu by right-clicking a property filter.

Note    Clearing the checkbox next to the Match Scope of a filter is equivalent to clicking the Remove button. The filter will be removed when the OK button is clicked.

  1. Click OK to close the Properties dialog.
  2. Click the OK button on the States tab to save your changes.

This completes the creation of the conditions of a workflow transition. You can now continue to configure the workflow in any of the following topics.

Related concepts

Creating a project workflow

Related tasks

Configuring workflow state general properties

Creating workflow state property assignments

Configuring workflow transition general properties

Applying an interlock to a workflow transition 

Creating a workflow transition property assignment

Configuring workflow transition wizard pages

Understanding transition equivalence


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