Conditions and Transitions: General Information

You can use conditions to specify when actions should be performed and when transitions should be triggered. By using conditions, you can control when particular fields should appear on the form as well as what properties the fields have based on particular settings of the record.

Learning Objectives

In this chapter, you will learn how to create conditions that will be used to modify actions. You will also learn how to add transitions between the states of the workflow.

Applicable Scenarios

After you add states to the workflow, you need to configure transitions between these states. You use conditions to specify when particular transitions should be performed.

Construction of a Condition

You use the Conditions page of the Customization Project Editor to construct a condition that can later be specified as a property value for the following items on a particular form:

  • A UI control
  • An action, including an auto-run action
  • A transition

You open the Conditions page by clicking Conditions under the screen ID (of the form for which you are constructing the condition) in the navigation pane of the Customization Project Editor.

The following screenshot shows the Conditions page for the Opportunities (CR304000) form.

Tip: In the name that appears on the page, Conditions: is followed by the screen ID and then the screen name in parentheses, so you can always see at a glance which form you are customizing. Notice that the page name shown in the screenshot is Conditions: CR304000 (Opportunities).
Figure 1. The Conditions page


When you click a link in the Condition Name column in the table, the Condition Properties dialog box is opened, which shows the rows that make up the condition. You can add new rows and modify existing rows of the conditions that you have created previously.

Configuration of Transitions

You configure transitions on the Workflow (Tree View) page of the workflow. The added transitions are displayed on the States and Transitions pane of this page. You add new transitions by clicking Add Transition on the More menu of the page. After adding the transitions, you can click Move Up or Move Down on the pane toolbar of the States and Transitions pane to change their location.

The following screenshot shows transitions on the States and Transitions pane for the opportunity workflow.

Figure 2. The State and Transitions pane


On the Workflow (Diagram View) page, you add a transition between two states in one of the following ways:

  • By clicking Add Transition on the page toolbar
  • By clicking the plus button in a box with a state and drawing a line from it to another state
  • By clicking an action or an event handler of a state and drawing a line from it to the required state