Viewing / Editing / Deleting Restrictions


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

This procedure Displays, Edits, and Deletes restrictions on a 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.Do you want to ...
view all restrictions (guards) that are currently configured for this transition? A table on this page provides a list of restrictions that are set up for this transition, including the configuration for each restriction.

 

modify an editable restriction? Click the Edit icon for the relevant restriction to open the editing screen for the restriction. Make the required changes; then, click Save Trigger.

Note: Only transition restrictions that display the Edit icon are editable.

 

delete a transition restriction? Click the Delete icon for the relevant restriction.

 

add a new restriction? Go to Adding Transition Restrictions.

 

 

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