Creating a Transition

Configuration > [Onboarding (Transitions)] Administration > Processes

1. In the process you just created, click Create in the Transitions tab.
2. Indicate which two steps are to be connected: the starting step and the ending step.
3. Click Continue.
4. In the Name field, you can provide a meaningful name for the transition you just created. By default, the name of the transition consists of the word "From" and the name of the first step, plus the word "to" and the name of the second step.
5. In the Description field, you can enter a description that can help explain what is the intention of this transition between the steps, and/or the intention of any conditions that will be placed on it.
6. Select whether any or all conditions must be met in order for the "To" step to get assigned, if you intend to create any conditions in the next step.
7. Click Finish.

You can add a condition to the transition.

To view the transition graphically, click Preview Process located on the left hand side of the window, under Quick Access. The Preview Process feature is very helpful to get a quick visual of whether all the steps are connected together as intended.