Create New Revisions In a Workflow Transition

New revisions of documents can be created automatically during specific workflow transitions. These revisions are irrespective of new revisions created by the document type definition.

To create new revisions in a workflow transition:

  1. In Configurator, expand Workflow Definitions in the configuration tree and select the workflow definition you want to edit.

    Its property pages appear in the right pane.

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

  3. Click Edit.

  4. Double-click the transition the transition that you want to configure.

    The transition's Properties page appears.

  5. On the Revision Number tab, click options or type values using the descriptions in the following table.

  6. Click OK.

    The Properties dialog box closes.

  7. Click OK.

Workflow definition transition new revision options
Option Description

Create a new revision when this transition is executed

Select this option to create a new revision when this transition is executed. Otherwise, no revision is created.

There is no option for users to manually create revisions when executing a transition. If you want to give users this choice, consider enabling the Allow manual creation of revision option of the destination state instead.

New revision number

Select Use this expression to calculate the revision number. Type a VBScript expression or click the Meridian Enterprise Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions including their limitations, see the Accruent Meridian Enterprise VBScript API Reference.

2021 R2