Edit a Workflow State Transition

You can change the details of a workflow state transition in CDM.

This task can only be performed on sections or report objects that have workflow inheritance disabled. Any descendant sections or report objects that have workflow inheritance enabled will inherit the edited workflow state transitions.

To edit a workflow state transition:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click the section or report object and select Workflow > Edit Workflow. The Manage workflow window opens.
3. To reposition a transition, click and hold the transition at either the gray Out pipe or white In pipe of the workflow state and drag it to the corresponding pipe on another transition. The transition line is repositioned.
4. To edit the message that is to be sent by email when the workflow state is moved, right-click the transition and select Email Body. Edit the text of the message and click OK.
5. To edit a transition as the default when the workflow state is moved, right-click the transition and select or clear Default.
6. To edit transition rules, right-click a transition and select Transition Rules and apply or remove a condition.
7. To delete a transition, click to select the transition and click Delete.
8. Click OK.