Workflow Transition Summary in PICSWeb Configuration
- Joe Robson (Unlicensed)
- Ian Weeks (Unlicensed)
This section is only available if you have the Workflows licence. Please Get in Touch if you are interested in using this feature.
Selecting the ... icon next to a transition in the Transitions tab in a Workflow Summary and selecting Summary will open the Transition Summary page. The following details will be shown for the workflow:
ID Code
Name
Selecting Edit in this page will open a window where you can view the From status, and if necessary edit the Name and To status. Once you have made any changes, select Save to confirm them or Cancel to discard them.
The rest of the Transition Summary is made up of three tabs:
Validation – This shows any validation that the record will have to pass before the transition can be enacted.
Actions – This shows any actions that will automatically take place after the transition is enacted.
Automations – This shows any automations you have set up to have the transition performed automatically to records that meet certain criteria.