BlueCielo Meridian Enterprise 2018 Configuration Guide

Assigning users to a workflow transition

The To-Do Persons options determine which users can run the current transition. These options override the To-Do Persons options of the destination state.

Note    This property page only appears if the To-Do Persons option Other users is selected for the destination state as described in Assigning users to a workflow state.

To assign users to a workflow 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. Double-click the transition that you want to configure. The transition’s Properties page appears.
  5. On the To-Do Persons page, click options or type values using the descriptions in the following table.
  6. Click the OK button to close the Properties dialog.
  7. Click the OK button to save your changes.
Workflow definition transition user options
Option Description

Override destination state settings

Select this option to specify to-do persons that override the To-Do Persons option Other users selected for the destination state as described in Assigning users to a workflow state.

Calculate the following expression

Select this option to calculate the names of the to-do persons. Type a VBScript expression or click the Meridian Enterprise Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions, see the BlueCielo Meridian Enterprise VBScript API Reference.

Select manually

Allows the user performing the transition to manually select the to-do persons.

From the list of users calculated by the following expression

Select this option to calculate the names of the to-do persons that the user will be allowed to select. Type a VBScript expression or click the Meridian Enterprise Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions, see the BlueCielo Meridian Enterprise VBScript API Reference.

Include the current user in the list

If enabled, allows the list of available users (as calculated by the other options) to include the name of the user performing the transition. This is so that they can select themselves as the to-do person. If disabled, the name of the user performing the transition is filtered out of the list of available users.

Entering document log comments is mandatory

If enabled, comments are mandatory. If disabled, comments can be entered but they are not mandatory.

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