Create And Edit Transitions

Each transition in a workflow represents the change in an engineering project from one phase to another. The transition can implement rules that force the workflow to progress in a predetermined path. These rules can be based on:

• Properties of the document or project definition itself

• VBScript expressions that evaluate any system properties

• The status of document workflows or other project definition workflows

When transitions occur, they can assign project property values and display custom wizard pages to prompt users for required and optional information.

A workflow definition transition is an action that users run to move documents from one workflow state to another during the revision of a document. Its options control:

• Which transitions are equivalent within a batch of documents

• Local workspace unlocking of documents
  

• When transitions are visible to users

• When transitions can be executed and who can run them

• When the transition can be executed

• How it can be interlocked with the workflows of individual documents

• Who will perform work in the next state

• Wizard pages that appear for additional input

• How revisions are created

• Automatic property assignments

To create or edit a workflow definition transition:

1. In Configurator, expand Workflow Definitions in the configuration tree.

2. Select the workflow definition you want to edit.

   Its property pages appear in the right pane.

3. Click the States tab to display the current workflow.

4. Choose between two options:

   • Click the Edit button to modify the workflow.

   • To create a new transition, use the tools described in Draw a Workflow Diagram (document workflow) or Create a Project Workflow (project workflow).

5. To edit a transition, double-click the transition.

   The transition's Properties page appears.

6. On the General page, click options or type values using the descriptions in the following table.

7. Click OK.

   The Properties dialog closes.

8. Click OK.

Workflow definition transition general options

Option	Description
Display name	Type the name of the transition as you want it to appear to users. This name should reflect the purpose of the state in the workflow.
Name	A default internal name is calculated. Accept the default in most cases.
Icon	Select an icon to be shown next to this transition's name in the Meridian client applications.
Description	Type an optional description.
All transitions to the same destination state	The transitions of all items in the batch being routed to the same destination state will be executed. For more information, see Transition Equivalence.
Transitions with the same equivalence tag	The transitions of all items in the batch with the same equivalence tag will be executed. Type the tag in the input box. For more information, see Transition Equivalence.
All transitions from the same source state	The transitions of all items in the batch being routed from the same source state will be executed. For more information, see Transition Equivalence.
No other transition	No other transitions will be executed in the batch. For more information, see Transition Equivalence.
Release project copies of documents as master revisions	If the Meridian Advanced Project Workflow Module is installed and this document is a project copy, when this transition is executed the document is also released as a new revision of the master document from which it was copied in addition to releasing the document as a new revision of itself.
Update rendition	Generates a document rendition when this transition occurs. The new rendition will replace an existing rendition if it exists. Note: This option is ignored if renditions are not generated for the vault (the Use renditions option is cleared as described in Configure Vault Settings.)
Disable notification	If this transition is included in the actions of an event notification as described in Configure Event Notifications, disables sending notification email messages when this transition occurs.