Administer > Application setup > Process Designer > Process Designer Workflows > Workflow transitions > Create an automatic workflow transition

Create an automatic workflow transition

Applies to User roles: System Administrator

Implementer

An automatic transition moves the workflow to another phase based on data in the workflow record. 

Note You can add a condition and rule sets to the automatic transition.

To create an automatic 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 automatic 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 Automatic 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.
    Condition Evaluates to a condition that you can add to the transition.
    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.
  6. Click Save.

You have added an automatic transition.