BlueCielo Meridian Enterprise 2016 Configuration Guide

Creating and editing work area transitions

Work area transitions represent specific actions that users can take in the change control process to change a work area’s state, and thereby its Status, from one to another.

To create or edit a work area workflow transition:

  1. In Configurator, expand Work Area Templates in the configuration tree and select the work area template 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 Drawing a workflow diagram.
  5. To edit a transition, double-click the transition. The transition’s Properties page appears.
  6. On the General tab, click options or type values using the descriptions in the following table.
Work area template transition options
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 destination state in the workflow.

Name

A default internal name is calculated. Accept the default in most cases.

After this transition executes, do the following for changed documents

Select an action from the list to be performed automatically on the documents that have been changed in the work area. These options are mostly applicable to the end states of a workflow.

After this transition executes, do the following for unchanged documents

Select an action from the list to be performed automatically on the documents that have not been changed in the work area. These options are mostly applicable to the end states of a workflow.

Create work area baseline

Creates a baseline in the work area when this transition is executed. For more information about baselines, see the BlueCielo Meridian User’s Guide.

Create a baseline in the parent area

Creates a baseline in the Main area or parent work area when this transition is executed. For more information about baselines, see the BlueCielo Meridian User’s Guide.

Icon

Select an icon to be shown next to this transition’s name in the Meridian client applications.
  1. Click the OK button to close the Properties dialog.
  2. Click the OK button to save your changes.

Related concepts

About work areas

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