State-Transition Permissions

You can access the state-transition permissions by adding and selecting a state, clicking the Edit... button and selecting the State-Transition Permissions tab.

You should see four columns under the Only the following transitions are allowed: title. From State and To State are used for defining which transitions are allowed. Permissions and Signature are managed via the Permissions and Signature... button. Highlight a transition and click the button to manage the permissions for that particular transition.

Permissions

On the Permissions tab, you can specify which users are allowed to perform an explicit state transition.



Define permissions for changing state by means of state transitions.

The Select Users or User Groups dialog under the Add... button also contains the options User from metadata and User from state transition.

User from metadata

You can also utilize pseudo-users in state transitions. For example, you can specify that invoices are to be accepted only by the project manager of the project linked to the invoice. In other words, you can define users via the object's metadata. Then the right to perform state transitions is not bound to a certain named person; it is instead determined dynamically on the basis of an object's metadata.

User from state transition

You can also select users on the basis of previous state transitions. You can specify that the document can be moved from the Approved state to Approval undone only by the user who originally moved the document into the Approved state.

Settings for maintaining compatibility with M-Files 8.0

Settings for maintaining comparability with M-Files 8.0 are enabled by default for workflows and their states created in versions 8.0 and earlier. When you create a new workflow state in version 9.0 (or higher), these settings are not enabled. When specifying new workflows and their states, you should define the state transition rights only in the state-transition permissions. For the previously created workflows, it is also advisable to use the state-transition permissions in workflows.

The user must have edit rights to the object.

Previously, users had to have edit permission for the object itself. In version 9.0 (and later), the state transitions can be performed also by those with read-only rights. If you want to allow this for state transitions between previously created states, you should disable the setting. To allow the transition from state A to state B for a user who has no edit access to the object, this setting should be disabled in both the state-A and the state-B settings.

Check state-specific permissions

In previously created workflows and state transitions, check whether this definition is still needed or you can instead define the state-transition rights by using state transition permissions only. Disable the setting if you do not want to use this setting anymore for previously created workflows and states.