BlueCielo Meridian Enterprise 2018 Configuration Guide
Creating and editing transitions
A workflow definition transition is an action that users run to move documents from one workflow state to another during the revision of a document. Its options control:-
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:
- 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.
- Click the States tab to display the current workflow.
- Click the Edit button to modify the workflow.
- To create a new transition, use the tools described in Drawing a workflow diagram.
- To edit a transition, double-click the transition. The transition’s Properties page appears.
- On the General page, click options or type values using the descriptions in the following table.
- Click the OK button to close the Properties dialog.
- Click the OK button to save your changes.
| Option | Description |
|---|---|
Display name | Type the name of the transition as you want it to appear to users. This name should reflect the purpose of the state in the workflow. |
Name | A default internal name is calculated. Accept the default in most cases. |
Icon | Select an icon to be shown next to this transition’s name in the Meridian client applications. |
Description | Type an optional description. |
All transitions to the same destination state | The transitions of all documents in the batch being routed to the same destination state will be executed. For more information, see Understanding transition equivalence. |
Transitions with the same equivalence tag | The transitions of all documents in the batch with the same equivalence tag will be executed. Type the tag in the input box. For more information, see Understanding transition equivalence. |
All transitions from the same source state | The transitions of all documents in the batch being routed from the same source state will be executed. For more information, see Understanding transition equivalence. |
No other transition | No other transitions will be executed in the batch. For more information, see Understanding transition equivalence. |
Release project copies of documents as master revisions | If the Meridian Advanced Project Workflow Module is installed and this document is a project copy, when this transition is executed the document is also released as a new revision of the master document from which it was copied in addition to releasing the document as a new revision of itself. |
Update rendition | Generates a document rendition when this transition occurs. The new rendition will replace an existing rendition if it exists. Note This option is ignored if renditions are not generated for the vault (the Use renditions option is cleared as described in Configuring vault settings.) |
Disable notification | If this transition is included in the actions of an event notification as described in Configuring event notifications, disables sending notification email messages when this transition occurs. |