Adding Transition Actions

See Also

As an item makes a transition from state to state, you might want to specify conditions that validate whether the transition can occur or cause other commands to be executed. For example, when someone resolves a certain type of issue, you might want the person who opened the issue to be notified by e-mail. Your workflow can accomplish this through actions you specify for the states.

Certain actions are displayed automatically as transitions. For example, when you add an OnCreate action for a state, a transition from the starting block to that state is created. Likewise, when you create an OnDelete action for a state, a transition from that state to the ending block is created. For all other transitions, you must select the transition action and designate the next state.

To add a transition action

1. In the Workflow Process pane, select the Design tab.
   
   
2. In the workflow diagram, right-click the state, and select Add Action.
   
   
3. In the Add Action dialog box, select Transition.
   
   
4. Select the name of state to which the item is transitioning in the Next state list.
   
   
5. In the Action name field, enter a name, and click OK.
   
   
6. If you want to add script to the action, double-click the action in the Actions list.
   
   
7. In the Shared Script tab, modify the validation function, or add script to the action procedure directly below it. By default, the validation script procedure returns True.
   
   
8. Click Verify Script to test the syntax of your script.
   
   
9. Click Save.