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In this window, you can enter the Name for the transition and the To status, which will be the new status given to the record once the transition is completed. When you have entered these details, select Save to add it to the list. The new transition will now be available when updating the record's status.

Editing Transitions

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Transition Actions

The following actions are available by selecting the … icon by a transition in the list:

• Summary – This will open the Transition Summary, where you can view and Validation or Actions set up for the transition.

• Edit Transition – This will open a window where you can edit the Name and To status for the transition. Once you have made your changes, select Save to confirm them or Cancel to discard them.

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Removing Transitions

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• Delete – This will delete the transition from the workflow. You will be prompted to confirm before the transition is deleted.

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