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Transition a Workflow Instance in Progress

Learn how to transition a workflow instance in progress on your project in Asite.

Updated over a week ago

Pre-requisites:

  • Required role privilege 'Manage Workflow Rules' on the project where a workflow instance is to be transitioned.

Follow the steps for checking progress on a workflow instance then go to the particular workflow instance on which you need to transition workflow.

Do a right click on the node where workflow is currently moving and select 'Transition Workflow' option to transition this workflow instance.

Note: Transitioning a workflow won't automatically clear tasks that would have already been assigned as part of the workflow and are pending to complete. Such tasks can be cleared manually using 'Clear Tasks' option for files / 'Clear Tasks' option for forms as applicable.

Selecting 'Transition Workflow' option here will ensure the workflow moves to the next node. The right click option to transition workflow won't appear for any actions not yet executed as part of the selected workflow instance.

By performing above steps, only the selected workflow will transition for selected object i.e. file or form or custom object. If there are other workflows applied on the same object, they will remain unaffected.

In case the workflow on selected file / form / custom object is in 'Failed' status, it cannot be transitioned directly. It has to be first resumed and only then the workflow on selected object can be transitioned. Click here to learn how to resume a failed workflow.


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