Configuring workflow transition general properties

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.

To configure the general properties of a workflow transition:

1. Select the desired project definition in the configuration tree in the left pane of Meridian Enterprise Configurator.
2. Click the States tab in the right pane. The current workflow diagram displays in the right pane.
3. Click the Edit button to enable modification of the project definition.
4. Double-click the transition you want to edit. The Properties dialog for the transition appears as shown in the following figure.

5. Type information on the General tab for the options described in the following table.

General options

Option	Description
Display Name	The editable name of the workflow transition as seen by users. Required.
Name	The permanent internal name of the workflow transition. Required.
Picture	An icon to display next to the transition’s name in menus. Optional.
Description	A description of the workflow transition for system administrators. Optional.
Transition Equivalence	Choose one option to indicate any other transitions to which this transition is equivalent. See Understanding transition equivalence,

6. Click OK on the General tab.

This completes the configuration of the general properties of a workflow transition. You can now continue to configure the workflow in any of the following topics.