Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Workflow Transitions
Goal: Control how records move between workflow statuses and which profiles can perform each move.
Before you start
- The source and target statuses must already exist.
- You must have permission to manage workflows.
- Decide which profiles should be allowed to use the transition.
- Prepare any criteria that should limit when the transition is available.
[PLACEHOLDER: screenshot - Workflow Transition form with source status, target status, profiles, and criteria]
Create or update a transition
Open Administration from the main navigation.
Open Workflow Transitions
Open the workflow transition area.
Create or open a transition
Click New to create a transition, or open an existing transition to edit it.
Select the record type
Choose the area of the platform that the transition applies to.
Choose source and target statuses
Select the status the record moves from and the status it moves to.
Select profiles
Choose the profiles that can perform the transition.
Add criteria if needed
Add criteria only when the transition should appear under specific conditions.
Save the transition
Save and test the transition with a suitable record.
Result
The workflow transition is available to the selected profiles when the record is in the right status and meets the configured conditions.