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Transition Rules

OVERVIEW

What are they?

Transition rules designate when the next document or document state triggers. Actions that do not take users to a different document (or document state) do not require transition rules.

How do they work?

Within transition rules you can also set up email, fax, or XML notification to trigger when an action occurs. Transitions from one step to another will also trigger auto-forwarding rules that have been set up for the step a transaction moves into.

Here are some rules regarding transition rules:

ADMINISTRATION

ClosedCreating a Transition Rule (Moving Docs between Workflow Steps)

  1. Navigate from: Admin Home Page > Commerce and Documents > Process Definition > Select a Commerce Process > Steps
  2. Click on a desired step to expand it.
  3. Right-click on a participant profile.
  4. Click Add Transition Rule.

  5. Enter a Name and Description for the rule.
  6. Choose a Process or Quote action from the Action drop-down. This is the action that will trigger the transition rule.
  7. Click Save.
    1. This will remove the Action drop-down and replace it with condition and transition options.
  8. Select the rule Conditions
  9. Choose the step that the document will be moved to from the Transition to Step drop-down.

  10. Click Save.
  11. Click Define Notifications to manage any notifications that are sent when a transition rule triggers.

NOTES

Transition rules are tied to profiles and actions, rather than timers exclusively. This means, a transition rule will trigger if any user in the profile performs the Commerce action.

RELATED TOPICS

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