Create a manual workflow transition

When you set up a workflow, you can require an operator action to move a record from one phase to another. This type of transition, in which an operator must press a button or otherwise trigger an action, is a manual transition.

To create a manual workflow transition, follow these steps:

1. Click Tailoring > Process Designer > Workflows.
2. Open the applicable workflow from the Workflows list.
3. Click the phase where the manual 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.

Field	Description
Transaction Type	Evaluates to one of the following transition types: Manual, Automatic, or Default. Select the Manual transition type.
Command Name	Evaluates to command location: Tray, More Options List, or Button.
Description	Type a description of the transition. This description is displayed when you hover the mouse over the transition in the Workflow Viewer.
Condition	Evaluates to a condition that you can add to the transition.
Rule Sets	Evaluates to the rule sets you created for the transition. Click Add and then select the ID of the rule set you want to add. Click OK.
Save record prior executing the transition	Select this option if you want the record to be saved before the transition occurs.

6. Click Save.

You have added a manual transition.

Related topics

Workflow phases
Workflow transitions

Create a workflow
Create an automatic workflow transition
Create a default workflow transition