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Assigning property values in a workflow transition

Each transition in a workflow can be assigned initial or changed property values when that transition occurs. Property assignments can be useful for establishing due dates and other metrics that depend on the workflow transition itself.

To configure property assignments options:

  1. In Configurator, expand Workflow Definitions in the configuration tree and select the workflow definition that 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. Double-click the transition that you want to configure. The transition’s Properties page appears.
  5. Click the Property Assignments tab. The current property assignments for the transition appear.
  6. Use the Add, Remove, and Remove All buttons to configure the options described in the following table.
Workflow definition transition property assignment options
Option Description

Property

Select a property to assign a value when this transition occurs. Enable Show system properties to show the system properties in the Property list in addition to the custom properties.

Value

Type a value to assign to the property when this transition occurs.

Tip    You can include any of the following system variables in a value to make the property more specific.

System variables
Variable Description

%CURRENTUSER%

Name of the current user.

%CURRENTDATE%

Current date expressed as a date data type that can be used to calculate past or future dates by adding or subtracting days, for example, %CURRENTDATE% + 30.

%CURRENTDATETIME%

Effective date and time of the vault database expressed in Greenwich Mean Time (GMT).

Tip    

Note    Clearing the check box next to a property name is equivalent to clicking the Remove button. The assignment will be removed when the OK button is clicked.

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

Note    Property assignments configured on workflow transitions override any property assignments configured on workflow states for the same property. For example, assume a transition named Release routes to a state named Issued. If both the transition and state are configured to assign different values to the same property, the property assignment on the Release transition will prevail over the property assignment on the Issued state.