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How Automatic Transition in Workflow works

Hi All,

 

How Automatic Transition in Workflow works, it has only condtion, does it automatically push it to next phase as condition meet?

 

Re,

Abhijit

 

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Absent Member..

Hi abhijit,

 

In PD model the 'transition' when 'automatic' will move the record to the next phase when the condition is met.

 

eg : (Approval status in CurrentRecord= approved) will move the record to th enext phase without a need to push any button... etc

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You mean PD or mechanism before that? in old one it was defined in the phase definition  like close tha phase when all tasks are closed.

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Hello Abhijit,

 

Yes, it is pushed when the condition is met.

 

From the online help:

 

The Process Designer workflow transitions occur when a record moves from one phase to another phase. Transitions can happen manually, automatically, or by default. An example of an automatic transition is when the condition set in the
phase is met. An example of a manual transition is when an operator clicks a button. A default transition is a special case that moves the workflow automatically only when no other transition conditions are satisfied.

 

Regards,

Alex.

HP Support
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Hi All,

 

Thanks for your response.

 

Yes, I mean PD in that phase transition takes place automatically if condition met. That is ok.

 

Now consider scenario I have KM flow, where published document has been set with the Expired flag  by external scheduler and condiiton has been set based on this flag. So I want to know if background scheduler set flag to true using JS then will it automatically moves to next phase.

 

Kindly suggest.

 

Re,

Abhijit K 

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Any update on this?

 

Re,

Abhijit K

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You could actually just test it instead of waiting for someone to do it for you. 

 

Since Process Designer is fairly new, it's entirely possible that no one knows the answer off the top of their head. Note that it would probably be simplest to use a document engine alert to manage the expiration process (define an alert on the published document phases that runs at expiration time and updates the field controlling the auto-transition).

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Hi Abhijit,

 

You can try creating a new rule set for that particular phase which you want.

 

You can use Call a Process rule set,by clicking on add a new rule set, in which you can call cm.next.phase process (as we generally do in SM)

 

Hope this helps.

 

Keep posting if further help required.


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The cm.next.phase process is not applicable to Process Designer workflows (it is tied to legacy change category/phase defintions). The change phase function with PD calls cm.new.phase.

 

It also would not be appropriate to call for Knowledge Management.

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