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Automation required between different transitions

MURUGESH S
November 9, 2023

EXAMPLE :
1) From Not started to pending approval : approvers feild was automatically edited and sent mail to the approvers

2) from pending approval to Revision needed : clear the approvers field and automatically transition back to not started and sent mail to the requestor or reporter,


please any one help me out of this 

Thank you
workflow 1.jpg

1 answer

1 accepted

2 votes
Answer accepted
Peter Mav
Contributor
November 6, 2018

Hi Noah,

There must be one on the transition.

Open your workflow and click on the transition and look for a screen that is there.

Capture.PNG

Nic Brough -Adaptavist-
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November 7, 2018

I'd expect the screen to appear on the "All" -> "Done" transition you have in there.

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Noah Solnick
November 7, 2018

Thanks for the quick responses! Nothing is clickable on the diagram view of my workflow, so I'm not sure what to click on when you recommend hitting the All -> Done transition. 

 

When I view the 'text' version of the workflow, this is what I see Screen Shot 2018-11-07 at 1.58.47 PM.png

Nic Brough -Adaptavist-
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Champions.
November 7, 2018

You need to be in the diagram view of the workflow to work with the "all" transitions.

You need to be editing the workflow to get to the transition settings.

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Peter Mav
Contributor
November 7, 2018

Hi Noah,

So when viewing the workflow in diagram view in the top right just above the workflow there should be a Edit button. If you can't see this then you don't have the permissions to modify the workflow.

If you can see it, click it and then click on the transitions and a screen will appear like the one I posted earlier.

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Noah Solnick
November 7, 2018

Got it! Thanks much for walking me through this! Posting what it looks like in edit view here for posterity. 

Screen Shot 2018-11-07 at 3.40.17 PM.png

Noah Solnick
November 7, 2018

Also don't forget to publish this new workflow for any changes to take effect.  :P 

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