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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. Open the dialog by pressing the 'Add...' button under the Transitions list to create a new transition, or by double-clicking on an existing transition to edit it.

The transition dialog consists of three main areas:

• The upper part of the screen is used to set the basic attributes of the transition;
• The left hand side of the screen displays the comment configuration for the transition;
• The right hand side of the screen displays the actions carries out by the transition on the attributes and extended attributes.

Each of these sections is described in more detail below. When you have defined all the attributes of your transition, press the 'OK' button to save your changes.

Basic configuration

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

• The name is mandatory, and is used in other parts of the user interface to identify this transition. It should be populated with a memorable and meaningful value.
• The description is optional. This field can be used to provide more verbose information detailing the transition's use.
• The To State field is mandatory, and defines the state that a case or alert will be in after this transition has been applied to it.
• The permission is optional. If a transition has a permission set, only users who have been granted that permission can use that transition to change the state of a case or an alert.

Comment configuration

This part of the screen defines the comment configuration for the transition. Transitions can be configured to require that a comment is 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, to cover other common scenarios.

• The 'Required?' checkbox determines whether or not a comment must be entered whenever this transition is used. If it is checked, then a comment must be entered whenever a case or alert uses this transition to move to a new state.
• The 'Default' field is used to provide a default comment that will appear when the transition is used. Type into the box to edit or alter the default.
• The 'Templates' list displays the template comments that have been defined for this transition. To add a template, press the '+' button under the list. To edit an existing template, double-click on it in the list. To delete a template, select it in the list and press the '-' button. The dialog used to define a template is simply a free text field. Enter the text you wish to use as a template, and press 'OK':

Attribute and extended attribute actions

This part of the screen displays the changes that this transition will make to the attributes and extended attributes of the case or alert whenever it is used. The upper box displays the changes that will be made to the case or alert attributes; the lower one displays those for the extended attributes.

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

The dialog for adding or editing an action of either kind is requires only that the attribute, or extended attribute, and its new value is specified. The control used to enter the new value for the attribute will change, according to the attribute type:

Press 'OK' when you have set the attribute and value you require.