How to move a phase or transition in a process

The following tasks describe how to move a phase or transition within a process in Record Management.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Note If you have development and production tenants, all configuration changes must be made on the development tenant. For more information about synchronizing the tenants, see Dev2Prod - How to synchronize your development and production tenants.

To move a phase

In the main menu, select Administration > Configuration > Records.

Select the record type from the drop-down box at the top of the screen and select the Processes and Rules tab.

Select a phase in the process and click the Move icon . Alternatively, select a phase in the tree on the left, click Edit and click the Move icon .

In the Move phase dialog box, select the required metaphase from the drop-down list and click OK.

Alternatively, select the Properties tab on the right and select the required metaphase from the drop-down list.

Click Save to save your changes.

To move a transition

Select a transition in the process and click the Move icon . Alternatively, select a transition in the tree on the left, click Edit and click the Move icon .

In the Move transition dialog box, select the required phases from the drop-down lists.

If you want to change the direction of the transition, click the Change direction button . Click OK.

Click Save to save your changes.

Note You cannot move phases or transitions in a process while in Comparison mode. You must switch to Standard mode to move the phases and transitions.