Adding State Transitions to a Workflow

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Select Workflows.
  6. Select a workflow that you want to edit from the Workflows list.
    Result:The workflow is opened in the graphical workflow designer.
  7. In the graphical workflow designer, place your cursor on the border of the state from which you want to create a state transition so that your cursor changes to a crosshair.
  8. Holding down the left mouse button, draw a state transition by dragging the mouse cursor from the selected state to another.
  9. Right-click the state transition arrow that you just created and select Edit from the context menu.
    Result:The State Transition dialog is opened.
  10. In the Name field, enter a name for the state transition and, in the Description field, enter an optional description for the transition.
  11. Optional: In the Electronic Signature tab, you can specify an electronic signature that must be provided before completing this state transition.
    For more information on electronic signatures, refer to Electronic Signatures.
  12. Optional: In the Trigger tab, you can define a condition that triggers this state transition once the condition is fulfilled.
    For more information on triggers, refer to Trigger.
  13. Click OK to close the State Transition dialog.
  14. Click Save to save your changes.
The state transition is added to the workflow between the selected workflow states. This is manifested by the arrow between the states in the graphical workflow designer.