Creating a Transition

You create a workflow transition in the diagrammer or in the Workflow State window for the state that you want to transition from. When you create a transition in the diagrammer, you create the transition and then edit it to specify the properties. When you create a transition from the Workflow State window, you specify the properties when you create the transition.

The following screenshot shows the properties for a transition:

Creating a Transition in the Diagrammer

You can create a workflow transition in the Workflow Manager diagrammer. Create the transition and then edit it to specify the transition properties.

To create a transition in the diagrammer:

1. If you have not already done so, open the existing workflow where you want to create the transition.

   See Viewing Existing Workflows and Workflow Searches.

2. In the diagrammer, hover over the bottom of the state that you want to transition from. The cursor becomes a filled half-circle.

   

3. Drag the icon to the state to which you want to transition.

   

4. Release the mouse to create the transition.

   

5. To edit the transition, click the Edit icon on the Transition tab in the context panel. See Editing a Transition.

Creating a Transition in the Workflow State Window

You can create a transition in the Workflow State window and specify the transition properties.

To create a transition in the Workflow State window:

1. If you have not already done so, open the existing workflow where you want to create the transition.

   See Viewing Existing Workflows and Workflow Searches.

2. Select the state in the diagrammer and click the Edit icon on the State tab in the context panel.

3. In the Workflow State window, click New Transition on the Transitions subtab.

4. The Workflow and From fields are already populated with the workflow name and workflow state. You cannot edit these fields.

   Enter the following basic properties:

   Property	Description
   To	Name of the state to which you want to transition.
   Insert Before	Location to insert this transition. Transitions execute in the order in which they appear on the Transitions subtab for the state.
   Transition On	Optional type of trigger on which to execute this transition. For more information about triggers, see Workflow Triggers and Triggers Reference. For more information about when to leave this property blank, see Blank Transition Trigger.
   Event Types	The activity that resulted in the record being created, viewed, or updated. The workflow instance initiates only if the event occurred. For example, you can limit the transition to execute only if a record was copied. For more information, see Workflow Event Types and Event Types Reference.
   Contexts	The NetSuite functionality or feature used to create, view, or update the record. The workflow instance initiates only if the context occurred. For example, you can limit the workflow instance initiation to only when the record for the workflow was created by a web service. For more information, see Execution Contexts and Execution Context Types.

5. To specify conditions for execution of the transition, enter the following properties:

   Property	Description
   Condition	Criteria that must be met for the transition to execute, which can include a condition or a formula. All specified criteria must be met for the transition to execute. Use a condition to limit the situations in which a transition executes. For more information about using conditions, see Workflow Conditions.
   Saved Search	Adds a saved search as a condition for transition execution. The transition executes if the current record in the workflow is returned from the saved search. To appear in the dropdown list, the saved search record type must be the same as the base record type for the workflow. For more information, see Executing an Action with a Saved Search Condition.
   Workflow	Execute the transition when the workflow in the Workflow dropdown list completes. You can also select a specific state in the State dropdown list. The child workflow can be any workflow of the same base record type as the parent workflow. See Specifying States for Child Workflow Transitions.
   State	Name of a state in the workflow selected in the Workflow dropdown list. When this state completes, the transition executes. See Specifying States for Child Workflow Transitions.
   Button	Execute the transition when a user clicks the button on the current record. You must add the button with the Add Button action before you can select it in this dropdown list. See Using Buttons to Execute Transitions.
   Delay Unit	Schedule transition to execute on a delayed period of time after the record enters the state. Specify the unit in the Unit field and the amount of time in the Delay field. You can use these options even if the trigger type is not Scheduled. For more information, see Scheduling a Transition.

6. Click Save.

Related Topics

Working with Transitions

Editing a Transition

Deleting a Transition

Reordering Transitions

Scheduling a Transition

Transitions Examples

General Notices