This article will show you how to add and manage transitions on a workflow step in the HCMS.
Who can use this feature?
Owner | Developer
Add a Workflow Transition
Navigate to Settings and then select the Workflows menu option:
Click the gear icon next to the Workflow you wish to edit:
Scroll to the desired step and choose one of the status options from the dropdown:
Note: In the dropdown you will see a list of statuses on the workflow that have not already been added as a transition for the step. If you do not see a dropdown, that means you already have all available options added to the step.
Click the + button:
If desired, add a Role for the transition:
Note: If there are no roles specified, any user with access to modify content will be able to complete the transition for the content item or asset this workflow applies to.
JavaScript can be used in the Expression field to specify if there are only certain conditions where users can change the status:
Scroll up and click the Save button:
Delete a Workflow Transition
Navigate to Settings and then select the Workflows menu option:
Click the gear icon next to the Workflow you wish to edit:
Select the Delete button (trash can icon) next to the transition you wish to remove:
Note: This does not delete the step entirely, it just removes it as the transition for the given step and it can still be used in this workflow.