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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Adding / Editing Transitions > Transition Requirements > Adding Transition Restrictions
This procedure Adds a restriction to the currently selected transition.
Perform the following steps:
| 1. | Open the Document Metadata and Workflow Configuration section in DMS Administration; then, click Workflows to open the Workflows main page. |
| 2. | In the Existing workflows section, locate the workflow you're configuring; then, click the Edit icon for this workflow to open the Workflow: [workflow name] page. |
| 3. | Click States and Transitions in the Workflow Administration menu to open the States and Transitions: [workflow name] page. |
| 4. | In the Transitions section, locate the transition you're configuring; then, click the Edit icon for this transition to open the Manage Transition page. |
| 5. | Click Transition Requirements to open the Transition Restrictions: [transition name] page. |
| 6. | Click the down arrow at the Restriction Type drop down menu; then, select a restriction. |
| 7. | Click Add Restriction. The system opens the Guard [restriction type] for Transition page. |
| • | permission restriction? Select permissions check boxes - one or more. Only users who have all of these permissions will be allowed to perform the transition. |
| • | role restriction? Click a role radio button. Only users who have this role will be allowed to perform this transition. |
| • | group restriction? Click a group radio button. Only users belonging to this group will be allowed to perform this transition. |
| • | conditional restriction? Select a dynamic permission radio button. The transition is only available once this condition is met. |
| • | checkout guard? This restriction does not require additional configuration. Exit this procedure. |
| 9. | Click Save Trigger. The system re-opens the Transition Restrictions: [transition name] page, where you can view the restriction and its configuration. |
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