Entity workflow is a set of states (or statuses) that represent the life cycle of the given entity. For example, the Order entity can have at first the Submitted state, which can be later changed to either the Canceled state or the Completed state.
Entity workflow consists of States, Transitions, Reasons, and Actions.To create states, transitions, reasons, and actions within an entity workflow
To create a state
1. Right-click Workflow, and then click Add State.
Note Besides the newly created state the program will also create State and Reason properties automatically.
2. Enter settings of initial state, and then click Save.
3. Add and save other states.
To create a transition
Note You must create an initial transition by selecting initial state in the To box and leaving the From box empty.
Note There may be multiple transitions from one state to other states, for example, the Order entity can be changed from the Submitted state to either the Cancelled or the Completed state.
To create a reason
1. Right-click the initial transition, and then click Add Reason.
2. Enter the name of initial reason, and then click Save.
NoteEach transition should have at least one reason, but if you have a simple workflow and you don't want to specify the reason each time you change one entity state to another, you can leave the Default check box selected, so that the reason can be entered automatically when the entity state is changed.
3. Right-click other transitions, and then add their reasons.
Note Transitions can have several reasons, for example, the Order entity can be changed to the Cancelled state because it is either Declined by Client or Rejected by Security Team. If there is more than one reason for one transition, the Default check box should be selected for only one of the reasons.
To create an action
1. Right-click a state, transition or reason, and then click Add Action.
2. Click the required property in the Property box and set the expression in the Expression box. For example, when the Order entity changes to the Submitted state, the program can automatically fill in the Date Submitted property with current date and time value or the Submitted By property with current user value.
Tip In most cases you can leave the Expression context type box with the Calculate by new values option. The Calculate by old values option is used in rare cases when you need the program to fill in the value which was actual before the recent change.
3. Add other actions, and commit the changes.
Note The State property and the Reason property will be appear in the main view and detail view of the entity.