logo
logo

Edit a state flow

You must be a superuser to edit state flows (for example, to add new states and transitions or edit existing ones).

To edit a state flow:

  1. On the menu bar, click Manage .
  2. On the Manage page, click State flows.
  3. On the State flows page, click the state flow you want to edit.

Add state

To add a state:

  1. On the state flow detail page, on the States tab, click + State.
  2. In the State dialog box, enter a name (mandatory) and a description (optional).
  3. In the Update assignees field, select an option from the drop-down list.
  4. Click Save.

    Note

    The properties of the state depend on the target of the state flow.

Edit a state

To edit a state:

  1. On the state flow detail page, click the state name or click Edit .
  2. In the dialog box, make the necessary changes to the properties.
  3. Click Save.
Note

For more information about updating assignees, refer to Update assignees.

Add a state flow transition

To add a state flow transition:

  1. On the state flow detail page, next the state you want to modify, click Edit transitions.
  2. In the dialog box, click + Transition.
  3. In the Transition dialog box, configure the following properties:

    FieldTypeDescriptionValueMandatory/Optional
    NameText boxThe name of the transition.StringMandatory
    DescriptionText boxThe description of the transition.StringOptional
    IconDialog boxThe icon you want to use for representing the transition.Icon imageMandatory
    Ask for confirmationToggle switchWhether the user triggering the transition should get a confirmation message before executing the transition.Enable/DisableOptional
    Next stateText box / Add buttonThe destination state of the transition. The origin state is the current state.Depends on the defined states in the state flow.Optional
    RedirectionCode boxDetermines the page to redirect users to upon transition to the next state.Custom codeOptional
    IndexText boxDetermines the ascending order of the state transition. The lower the index value, the earlier the transition is placed.IntegerOptional
  4. To confirm your changes, click Save.

Edit a state flow transition

To edit a state flow transition:

  1. On the state flow detail page, next to the desired state, click Edit transition.
  2. In the dialog box, next to the desired transition, click Edit .
  3. In the dialog box, make the necessary changes to the properties.
  4. To confirm your changes, click Save.

Can we improve this article ? Provide feedback