Creating Transitions for the Estimate Approval Routing Workflow
Transitions define the next step in the workflow for each state. In the Workflow Diagrammer, you can create transitions by clicking and dragging between two states. The End icon in the Workflow Diagrammer indicates exit states or where the record leaves the workflow.
To create the transitions:
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Make sure the Estimate Approval Routing workflow is open from the step Creating States for the Estimate Approval Routing Workflow.
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In the Workflow Diagrammer, hover over the bottom of the State 1 Entry. The icon becomes a filled semicircle.
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Drag the icon onto State 2 Pending Approval.
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Repeat steps 2 and 3 to create the following transitions:
From State
To State
State 1 Entry
State 3 Approved
State 2 Pending Approval
State 3 Approved
State 2 Pending Approval
State 4 Rejected
Note:The order in which you create the transitions matters. Transitions are listed on the Transitions tab in the order that they were added and execute in that order. Create the transition from State 1 Entry to State 2 Pending Approval first.
Next Step: To continue with the estimate approval workflow example, go to State 1 Entry.