Step 6 Create a Transition
This step shows you how to create and edit a transition. You can use the diagrammer to drag and drop a transition between states and then edit the transition properties. Any changes made in the diagrammer are immediately saved.
In this step, you create a transition between State 1 Entry and State 2 See Opportunities that executes after an opportunity record is saved for the first time.
To create and edit a transition:
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If you have not already done so, complete Step 5 Create Actions.
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In the diagrammer, hover over the End icon on State 1 Entry. The cursor becomes a filled half-circle.
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Drag and hover over State 2 See Opportunities. The following screenshot shows how the cursor becomes an arrow and you can drag it to the required state:
The diagrammer creates a transition when you release the mouse and State 2 Opportunities becomes the new exit (End) state. You can also click and drag the states to new locations. The following screenshot shows a transition between state 1 and state 2:
Note:You can also create and edit a transition by editing the state properties for the state that you want to transition from and clicking the New Transition button.
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Select the transition in the diagrammer and click the Edit icon in the context panel.
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In the Workflow Transition window, select After Record Submit for the Transition On property.
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Click Save.
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Verify that the transition in the context panel looks like the following screenshot:
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To continue with the tutorial, proceed to Step 7 Initiate and Validate the Workflow.