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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Adding / Editing Transitions
This procedure Edits and Adds transitions.
Perform the following steps:
| 1. | Open Document Metadata and Workflow Configuration section in DMS Administration; then, click Workflows to open the Workflows main page. |
| 2. | Scroll down to view existing workflows; then, click the Edit icon for the workflow you're configuring. |
| 3. | Click States and Transitions in the Workflow Administration menu to open the States and Transitions: [workflow name] page. |
| • | add a new transition? Go to step 5. |
| • | edit an existing transition? Go to step 6. |
| 5.1. | Click Add New Transitions to open the Add Transitions to Workflow page. |
| 5.2. | Define new transitions for this workflow - one per line - in the text field. |
Note: The system only accepts unique names for new transitions.
| 5.3. | Click Add Transitions. |
| 5.4. | The system re-opens the States and Transitions: [workflow name] page, where you connect the transition to a destination state (the next state after this transition), and to one or more source states (the states that lead to this transition). Go to Configuring Workflow Process for more information about this task. |
| 6.1. | Locate the transition you're configuring (in the Transitions section of the States and Transitions: [workflow name] page; then, click the Edit icon for this transition to open the Manage Transition page. |
| • | change the name of the transition? Define a new name for the transition in the Transition Name field; then, click Update Transition. |
Note: Transition restrictions are a restrictive setting that defines when the transition
can be performed, and by whom.
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