Transitions connect workflow activities. You can define transitions so that they always trigger the next workflow step, or apply a condition to the transition to control whether the next step is triggered.
Click a transition to view or edit the details. You can choose from these transition types:
- Always: The next step in the workflow is immediately triggered. This is the default.
- Conditional: The next step in the workflow is triggered when a condition is satisfied. You can use conditional transitions to determine different paths that the workflow could take, depending on whether or not those conditions are satisfied. The list of available fields to check against is determined by the Object Type that the workflow is based on, and Form fields from previous workflow steps. The list of available operators will vary according to the selected field type. For example, only transition to the next workflow step if the selected field is less than a specified value. Or, only trigger the next workflow step if the selected field is not populated.
- Else: The path that the workflow takes if none of the conditions are met.
Note: When you create a conditional transition, ensure that all conditions are accounted for so that the workflow instance will always complete. You can use an Else transition to define the path that the workflow should take if the conditions are not met.