Viewing Details on Transitions Added to a Process

When looking at the transitions created for steps in a process, it is possible to display a spreadsheet-like view of the entire process including information about each step and transition to assist the Onboarding (Transitions) administrator who is configuring and reviewing processes.

The Process page displays two tabs.

• The Steps tab lists each step, its description, perhaps its position (relative to the other steps) on the Tasks tab in the career section, and a Delete button.

• The Transitions tab lists the process by transition. Each row in the Transitions list can be collapsed or expanded, controlling the level of detail given for each transition.

These tabs are very useful because it is possible to click the From step and the To step columns to sort the list based on these items. This enables the Onboarding (Transitions) administrator to view all the steps together which feed into a step, or to view all the steps that flow out of a step. This is extremely valuable for ensuring completeness while defining a process, and/or iterating or troubleshooting after a version of a process has been defined.

The information listed for each transition in the collapsed state is described in the following table:

Column	Description
Name	The name of the transition as a transition to the Connection page.
From Step	The originating step when entering the transition.
To Step	The landing step when leaving the transition.
Conditions	Possible entries: Yes: It means that conditions do exist on this transition, which govern whether and when the downstream task will get assigned. No means that there are no conditions on the transition, so every downstream task will be triggered for every assignee as soon as the prior task is complete. No
Required	Possible entries: All-All conditions must be valid. One-At least one of the conditions must be valid.
Actions	Deletes the transition.

When the transition is expanded, detailed information is provided for both the originating step and the landing step that encompass the transition. The information listed for each step when the transition is expanded is described in the following table:

Row	Description
Assignees	The name or role of the assignee(s).
Task	The name of the task as a transition to the Task Definition page, if any (no tasks are associated to Routing Steps).
Execute Step	Description of when the step will be executed.
After step execution	Description of what will occur after the step is executed.

Process Preview is available for a graphic representation of the process.