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.
    Result:The Graphical Workflow Designer is opened.
  6. In the list of workflows, select a workflow.
    Result:The workflow opens in the graphical workflow designer.
  7. In the designer, place your cursor on the border of the state from which you want to create a state transition.
    Result:The cursor changes to a crosshair.
  8. Hold the primary mouse button and drag the crosshair to the state to which you want to create the state transition.
    Result:A state transition arrow is added between the workflow states.
  9. Select the state transition arrow that you just created and select Edit Transition on the Tools pane.
    Result:The State Transition dialog opens.
  10. In the Name field, enter a name for the state transition.
  11. Optional: In the Description field, enter a description for the transition.
  12. On the Permissions tab, specify which users are allowed to do the state transition.
    For more information, see Workflow State Transition Permissions.
  13. Optional: Use the settings on the Electronic Signature tab to set an electronic signature for the state transition.
    For more information, see Electronic Signatures.
  14. Optional: Use the settings on the Trigger tab to specify a condition that triggers this state transition when the condition is fulfilled.
    For more information, see Trigger.
  15. Click OK to close the State Transition dialog.
  16. In the designer, click Save.
The state transition is added to the workflow between the selected workflow states. An arrow is shown between the states in the graphical workflow designer.

See also Adding States to a Workflow and Creating a New Workflow.