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Transitioning the task
As described at the beginning of the page, some tasks are transitioned automatically upon clearing the required constraints. The most common type of transition, however, is the manual transition. In this case, the user assigned to the task needs to take an action, before the workflow can transition to the next stage.
The list of actions available for a particular tasks is shown upon clicking the Action button. The button is located in two different places:
in the task list view, in the last column
in the task detail view, in the upper right corner of the modal.
If there are no constraints attached to the selected action, the transition will be successful instantly.
If there are constraints attached to the action, the user needs to perform additional tasks, before the transition can occur. The task depends on the type of the constraint:
In case of input constraints, the user needs to fill in additional information in the form of text, date or selecting an option from the provided list
In case of upload constraint, the user needs to upload a file in a required format
In case of metadata constraints, the user needs to make sure that the provided metadata fields are filled in according to the requirements.
Multi-transition of tasks
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To multi-transition tasks, first select the relevant tasks either by clicking the empty checkmarks on the left side of the task, or via “drag and drop” selectioning method in the card view.
If the tasks fail to meet any of the conditions, the multi-action button at the top of the task list will be inactive.
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