1.2.5.4.6 Defining Transitions

Transitions are defined in the Transition dialog, which can be accessed from either the States tab or the Reception tab on the Workflow Editor, within Case Management Administration. Click Add... under the Transitions list to create a new transition, or double-click an existing transition to edit it.

The top of the dialog contains two fields: Name (mandatory) for the name of the transition, and Description (optional).

The rest of the Transition dialog is divided into two tabs:

• Transition Details - The details of the Transition itself; i.e. the basic configuration details, the Transition Restrictions, the Attributes and the Extended Attributes.

• Comments - The configuration of the comments added when the Transition takes place.

Each of these sections is described in detail below.

When all the attributes of the transition are defined, click OK to save changes.

Basic Configuration

This part of the tab defines the name and description of the Transition, along with its target state and permission.

Table 1-25 Basic Configuration Fields

Field	Type	Default	Description
Enabled	Checkbox	Checked	Used to enable or disable the Transition.
To State	Drop-down	Empty	The state to which the Case or Alert will be changed. Mandatory.
Permission	Drop-down	<None selected>	If a permission is set, only users granted this permission can use the Transition. Optional.
Condition	Free-text field (Javascript format)	Empty	This an optional field used to specify the Condition under which the Transition will be available to the User. See Defining Conditions for further information.

Transition Restrictions

This area comprises two fields:

• Blocking Transitions - The Transition will be blocked if a user has previously performed one of the Transitions listed in this field.

• Clear Blocking Transitions - When the Transition is performed, any blocks on the Transitions listed in this field will be cleared.

Attributes and Extended Attributes

This part of the tab displays the changes that the Transition will make to the Attributes and Extended Attributes of the Case or Alert whenever it is used. The upper field is for the Attributes, the lower for the Extended Attributes:

To add an action to either list, click + below it. To edit an existing action, double-click on it. To delete an action, select it and click - under the list.

Select the values required in the Name and Value fields, then click OK to save.

Comments

Transitions can be configured to require that a comment be entered whenever that Transition is applied to a Case or Alert. It is also possible to define a default comment, to cover the most common scenario in which the transition is used, and one or more template comments for other common scenarios.

Table 1-26 Comments Fields

Field	Type	Default	Description
Required?	Checkbox	Not selected	Determines whether a comment must be entered when this Transition is applied to a Case or Alert. If checked, a comment is required.
Default	Free-text	Empty	Used to record the text of the default comment that will appear when this Transition is used.
Templates	List box	Empty	Displays the template comments that have been defined for this Transition. To add a template, click + under the list. To edit a template, double-click it. To delete a template, select it and click - under the list.

The Add Template and Edit Template pop-up dialogs are free-text fields. Enter/edit the text as required and click OK.