Editing a Transition
Edit an existing transition to change transition properties and transition conditions. When you edit a transition, the changes you make only affect future instances of the workflow. The changes do not affect currently running workflow instances. Edit an transition, for example, during workflow testing and troubleshooting or after you create the transition in the diagrammer.
Edit a transition to complete the following tasks:
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Set the properties for the first time if you create the transition by drag and drop in the diagrammer
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Edit any of the other basic properties for the transition, including the trigger, event type, or context
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Edit any of the conditions for transition execution
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Change the target state for the transition
You can also reorder the transitions for a state. The transitions for a state execute in the order that they appear on the Transitions subtab for a state. Reordering Transitions.
To edit a transition:
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If you have not already done so, open the existing workflow that contains the transition that you want to edit.
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In the diagrammer, select the transition and click the Edit icon on the Transition tab in the context panel
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Edit any of 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.
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To edit any condition for execution of the transition, edit the following properties:
Property
Description
Condition
Criteria that must be met for the transition to execute, which can include a condition or 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.
State
Name of a state in the workflow selected in the Workflow dropdown list. When this state completes, this transition executes.
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.
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.