In this tab you need to specify general information regarding the transition. To configure common properties of a transition: 1. Fill in the following fields: Transition Name — when clicking «Next Step» in the Ribbon the user will see transition name. The best practice is to name the transition in the verb form («Invite for Interview» instea... Read More
Configuring Transition Properties
Item fields can be automatically filled in when an item moves to a particular step. You can set an exact value for the field, calculate a field value using the Comindware Expression language, or clear the field value as soon as the item moves through the transition. To pre-populate item fields: 1. Select a field you would like to fill in and click ... Read More
You can set up custom e-mail notifications that the system will generate and send automatically when the workflow moves through a certain transition. You can set up multiple e-mail notifications for any transition. When an automatic e-mail is sent, this is logged in the task history. To set up custom e-mail notifications: 1. Click the «Add Notifica... Read More
You can configure one or more web service calls that will be executed when a workflow items moves through a transition. This might come in handy if you want to perform some kind of integration upon transition (for example, send information about the approved client to the company's CRM system or upload client's contact information from it... Read More
A Comindware administrator or architect can grant permissions to particular users and user groups to perform particular transitions. By default, everyone can perform a transition. To manage permissions: 1. Add or remove users or user groups from «Selected Users» box using the «Add» («>»), «Add All» («>>»), «Remove» («<»), «Remove All» (... Read More
You can make certain fields mandatory during transition. These fields must be filled in by the task owner before they press the «Next Step» button. Mandatory fields can be assigned to both steps and transitions. How it works CMW Tracker checks for mandatory fields each time when a workflow item enters the step, exits the step, or each time you clic... Read More
Validation rules verify that the data a user enters in a workflow task meets the criteria you specify. A validation rule can be applied to one or more task fields in a particular step or transition. Validation rules are created using the Comindware Expression language. Validation rules can be assigned to both steps and transitions. How it works A r... Read More
