BlueCielo Meridian Advanced Project Workflow Module 2017 Configuration Guide

Creating and editing transitions

Each transition in a workflow represents the change in an engineering project from one phase to another. The transition can implement rules that force the workflow to progress in a predetermined path. These rules can be based on:

• Properties of the document or project definition itself
• VBScript expressions that evaluate any system properties
• The status of document workflows or other project definition workflows

When transitions occur, they can assign project property values and display custom wizard pages to prompt users for required and optional information.

Which transitions are equivalent within a batch of documents When transitions are visible to users When transitions can be executed and who can run them When the transition can be executed How it can be interlocked with the workflows of individual documents Who will perform work in the next state Wizard pages that appear for additional input How revisions are created Automatic property assignments

To create or edit a workflow definition transition:

1. In Configurator, expand Workflow Definitions in the configuration tree and select the workflow definition you want to edit. Its property pages appear in the right pane.
2. Click the States tab to display the current workflow.
3. Click the Edit button to modify the workflow.
4. To create a new transition, use the tools described in Creating a project workflow.
5. To edit a transition, double-click the transition. The transition’s Properties page appears.
6. On the General page, click options or type values using the descriptions in the following table.
7. Click the OK button to close the Properties dialog.
8. Click the OK button to save your changes.