Transitions create a path from one status to another. Use them throughout the workflow from beginning to end.
Create a new transition
Click View next to the status node.
Select New Transition
Fill out the form with the information required for a transition:
- From: The current status by default.
- To: The node to which the transition is being made.
- Event Button Label: This will label the button on a security guard's device when they select to use the transition to a different status.
- Event ID: The unique identifier of the transition. This is often the same as the label, where words are in lowercase and are separated by underscores.
- Portal Restriction: If the transition should only be available to a specific class or user, choose which users can apply the transition from the drop-down menu. This is often used to limit transitions that would close the job to dispatchers only (Admin Portal Users).
- Click Save to create the transition.
Complete this process for each transition required to complete the job.