Status and transitions
Last updated
Was this helpful?
Last updated
Was this helpful?
You can add transitions in two ways:
Drag & drop from one status node to another
Click “Add Transition” and select statuses
Note:
Transitions open a sidebar only after being created.
Transitions cannot be edited, only deleted and re-added.
Delete transitions using the keyboard Delete key or the sidebar icon.
Add a transition that applies to or from any status:
From [status] → ANY: move from one status to any other
From ANY → [status]: move from any status to one defined status
This is visually represented by special nodes on the graph.
In the sidebar, you can define two types of rules per transition:
Defines which roles can move an item from one status to another. Default is Any role.
Set field behaviors per role when the transition occurs. You can:
Add/remove rules anytime
See rule count directly on the transition arrow
Edit or delete existing rules
Attributes of advanced rules:
Field – The field being impacted
Has Attribute – What’s applied (e.g., Required, Read-only, Default Value)
Mode (if applicable) – Define default value or empty state
For / Role – Specify which roles are affected
Value – Whether rules apply or not
Went there is at least one rules applied to Transition, then there is an indicator on the arrow, that shows that there are some rules.