Viewing / Editing / Deleting / Adding Transition Effects


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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Adding / Editing Transitions > Transition Effects > Viewing / Editing / Deleting / Adding Transition Effects

This procedure Displays, Edits, and Deletes existing actions (effects), and Adds new effects.

 

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 Effects to open the Transition Effects page.

 

6.Do you want to ...
view the actions/effects that exist for this transition? A table on this page lists actions/effects that are currently set up on this transition, including configuration information for each action/effect.

 

modify an action/effect? View existing actions/effects in the table; then, select the Edit icon for the relevant action/effect to open the [action/effect name] for Transition page; change the configuration options on the page as required; then, select Save Trigger.

 

remove an action/effect? Click the Delete icon for the relevant action/effect.

 

add a transition effect? Go to step 7.

 

 

7.Add a transition effect:

 

7.1.Click the down arrow at the Action/Effects Type drop down menu; then, select an action/effect.

 

7.2.Click Add Action to open the [action name] for Transition page.

 

7.3.Select configuration options for the action/effect; then, click Save Trigger to re-open the Transition Effects page, where you can view the transition action/effect you added, and its configuration.

 

 

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