Prerequisites
Privileges
Privilege | Description |
Manage Workflow Rules | The Manage Workflow Rules role privilege is required on the project where the workflow instance is to be transitioned. |
Transition a Workflow Instance
Open the workflow instance.
For more information, see Check Progress on a Workflow Instance.
Locate the node where the workflow is currently in progress.
Right-click the node.
Select Transition Workflow.
The workflow instance moves to the next node.
NOTE: Transition Workflow is available only for actions that have already been executed as part of the selected workflow instance.
Important Information
Item | Description |
Pending Tasks | Transitioning a workflow does not automatically clear tasks already assigned through the workflow and pending completion. Pending tasks can be cleared manually using Clear Tasks for files or forms, as applicable. For more information, see View the Audit History of a File When Viewing. |
.Workflow Scope | The transition applies only to the selected workflow for the selected object, such as a file, form, or custom object. Other workflows applied to the same object remain unaffected. |
Failed Workflow | A workflow with Failed status cannot be transitioned directly. The workflow must first be resumed. For more information, see Resume a Failed Workflow Instance. |
Check: FAQs