Manage workflow transitions in a template

Inspire workflow templates are designed around an Activity.

• Activities are connected by transitions.

  

  The transition boxes normally start with a verb (an action word) such as Make, Send, Decline.

  

• Transitions tell Inspire what to do when an Activity is completed.
  • You must have at least one starting Activity to create a Transition.
  • You can have multiple transitions that occur after an activity.
  • You can't drag-and-drop arrows to move a transition. You must update the From and To Activity.
  • A transition can be created for an action that progresses the workflow, such as Approve.
  • A transition can also be created for an action that returns the workflow to a previous step, such as Decline approval.
  • If you remove an activity that a Transition is linked to, the transition box is highlighted in red.

    

  • If there is also an Action that needs to be done during the transition, such as Take a snapshot, you can create the Action and add it to the Transition. Follow the steps in: Manage actions in a template.

You must have permission to work with workflow templates.

• By default, only users with the following permissions can create project workflows and assignments:
  • Administrator permissions
  • Access to the Project Module with the Create permission
• Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.
  • If you are an administrator, refer to Allow users to create project assignments and workflows.
• Users must be project Participants to start a project workflow.
• The Create Review activity must be assigned to a workgroup of users that are review coordinators.
• The Reviewing activity must be assigned to a workgroup of users that have reviewing permissions.

Before you begin

• The changes to a Transition will be applied to all new workflows that are started using this template.
• For workflows that use this template and are in progress:
  • If the Transition you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Transition.
  • If the Transition you are updating has already been completed, the changes will not be applied.