Creating a New State
Creating new states implies that you need to plan new actions and transitions to go to and from the new state. Therefore, before you add a new state, you should:
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identify what transitions will be allowed from this state
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what timeline events should be shown in the workflow status bar
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which states connect to or from the new state
In this scenario, we are creating a new state called "Deployed."
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Deployed state will have 2 transitions, Request Validation and Request Close, as seen in the picture above.
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The timeline will be similar to In-Progress, but Deployed will be added between In-Progress and Requester Review.
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The Deployed state can only be reached from a ticket that is In-Progress. The only states that can be reached from Deployed are Requester Review and Pending Close.
The following screenshot depicts the workflow status bar before a new state is added and changes are made to the workflow status bar.
The next screenshot shows the actions available to tickets in the In-Progress state.
To create a new state:
When a State is selected, it will auto-expand to reveal the transitions associated with that state. Additionally, an Add Transition option is located below the list of transitions, allowing you to create a new transition, or select an existing transition.
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In Design Studio, click All Apps, or navigate to the desired app (i.e. Change), then select Workflows component. A grid displays all workflows.
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Select an existing workflow to modify. You can either create a copy of the workflow or double-click the row to open the workflow in Design Mode, then save it as a new workflow. If saving as a new workflow, name the workflow and click OK.
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To the right of States, click the + to Add State. The Main Content Area displays the new state properties, including a generated name, and the Type of state set to "Process" by default.
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Within the State Panel:
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Enter "Deployed" as the value of Name.
Note: The name of the new state must be unique.
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Select the type of state from the Type drop-down. This example uses the "Process" state.
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Edit the Status Bar to read: Submitted;Approval;Assign;In-Progress;Deployed;Review;Pending Close;Closed
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Within the Options Panel:
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Type in the values Request Validation;Request Close in the Action Buttons field.
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Optionally, list the Active Tab on Form (History, Attachment, etc.) when in this state.
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If Luma ML is licensed and enabled, you can enable the Luma AI Summarization option. See Luma Summarization for more information.
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To add the connection to the Deployed state, select the In-Progress State, then click the
Add Transition option.
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Select Deployed from the To drop-down.
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Enter Deploy in the Name field.
Note: New actions are created from the State tab if you add a Name that does not exist in the drop-down menu.
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Click OK.
The new connection is displayed in the Left Panel.
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To add a connection from the Deployed state, select the Deployed state, then click the
Add Transition option.
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Select Requester Review from the To drop-down.
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Enter Request Validation in the Name* field.
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Click OK. The new connection is displayed in the Left Panel.
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Add another connection from the Deployed state named Pending Close. In the Deployed state, click the
Add Transition option.
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Select Pending Closefrom the To drop-down.
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Name the transition Request Close.
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Click OK.The new connection is displayed in the Left Panel.
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In the Left Panel under States, select the In-Progress.
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Under the Options panel, notice Deploy; is added to the Action Buttons.
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Modify the Status Bar information for each state as needed.
Note: If you want the Deployed state to be visible on the Workflow Status bar, you must edit each state’s timeline.
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Next to the workflow name, click the three-dot menu, then Publish the workflow.
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Set the workflow as the default to see your changes.
See also: