BlueCielo Meridian Enterprise 2017 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:

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. 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 page, click options or type values using the descriptions in the following table.
7. Click the OK button to close the Properties dialog.
8. Click the OK button to save your changes.