Editing a Transition
Edit an existing transition to change its properties or conditions. When you edit a transition, your changes affect only future instances of the workflow. The changes do not affect currently running workflow instances. For example, edit a transition while testing and troubleshooting a workflow, or after you create it 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 run in the order that they appear on the Transitions subtab. Reordering Transitions.
To edit a transition:
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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 you want to move to.
Insert Before
Where to place this transition. Transitions run in the order they appear on the Transitions subtab for the state.
Transition On
Optional type of trigger for when to run 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 start only if the event happens.
For example, you can set the transition to run only if a record is copied. For more information, see Workflow Event Types and Event Types Reference.
Contexts
The NetSuite feature used to create, view, or update the record. The workflow initiates only if the context occurs.
For example, you can have the workflow instance initiate only when the record for the workflow is 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 run, which can include a condition or formula. All criteria have to be met for the transition to process. Use a condition to limit when a transition executes.
For more information about using conditions, see Workflow Conditions.
Saved Search
Adds a saved search as a condition for running the transition. The transition runs if the current record in the workflow is returned in 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
Run 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 with the same base record type as the parent workflow.
State
Name of a state in the selected workflow. When this state finishes, this transition runs.
Button
Run the transition when a user clicks the button on the 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 run after a delay that occurs after the record enters the state. Specify the time unit in the Unit field and the amount in the Delay field.
You can use these options even if the trigger type isn't set to Scheduled.
For more information, see Scheduling a Transition.