Administer > Application Setup > Process Designer > Process Designer Workflows > Workflow transitions > Create a default workflow transition

Create a default workflow transition

Applies to User Roles:

System Administrator

Implementer

A default transition moves the workflow automatically only when no other transition conditions are satisfied. 

Note You can add rule sets to the default transition.

To create a default workflow transition, follow these steps:

  1. Click TailoringProcess Designer > Workflows.
  2. Open the applicable workflow from the Workflows list.
  3. Click the phase where the default transition will begin.
  4. Hover your mouse until you see a hand symbol and then drag the mouse to add another phase.
  5. Enter the following information.
  6. Field Description
    Transition Type Evaluates to one of the following transition types: Manual, Automatic, or Default. Select the Default transition type.
    Description Type a description of the transition. This description is displayed when you hover the mouse over the transition in the Workflow Viewer.
    Rule Sets

    Evaluates to the rule sets you created for the transition.

    1. Click Add and then select the ID of the rule set you want to add.
    2. Click OK.
  7. Click Save.

You have added a default transition.