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:

  • identify what transitions will be allowed from this state

  • what timeline events should be shown in the workflow status bar

  • which states connect to or from the new state

In this scenario, we are creating a new state called "Deployed."

  • Deployed state will have 2 transitions, Request Validation and Request Close, as seen in the picture above.

  • The timeline will be similar to In-Progress, but Deployed will be added between In-Progress and Requester Review.

  • 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.

  1. In Design Studio, click All Apps, or navigate to the desired app (i.e. Change), then select Workflows component. A grid displays all workflows.

  2. 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.

  3. 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.

  4. Within the State Panel:

    1. Enter "Deployed" as the value of Name.

      Note: The name of the new state must be unique.

    2. Select the type of state from the Type drop-down. This example uses the "Process" state.

    3. Edit the Status Bar to read: Submitted;Approval;Assign;In-Progress;Deployed;Review;Pending Close;Closed

  5. Within the Options Panel:

    1. Type in the values Request Validation;Request Close in the Action Buttons field.

    2. Optionally, list the Active Tab on Form (History, Attachment, etc.) when in this state.

  6. If Luma ML is licensed and enabled, you can enable the Luma AI Summarization option. See Luma Summarization for more information.

  7. To add the connection to the Deployed state, select the In-Progress State, then click the Add Transition option.

    1. Select Deployed from the To drop-down.

    2. 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.

    3. Click OK.

    The new connection is displayed in the Left Panel.

  8. To add a connection from the Deployed state, select the Deployed state, then click the Add Transition option.

    1. Select Requester Review from the To drop-down.

    2. Enter Request Validation in the Name* field.

    3. Click OK. The new connection is displayed in the Left Panel.

  9. Add another connection from the Deployed state named Pending Close. In the Deployed state, click the Add Transition option.

    1. Select Pending Closefrom the To drop-down.

    2. Name the transition Request Close.

    3. Click OK.The new connection is displayed in the Left Panel.

  10. In the Left Panel under States, select the In-Progress.

  11. Under the Options panel, notice Deploy; is added to the Action Buttons.

  12. 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.

  13. Next to the workflow name, click the three-dot menu, then Publish the workflow.

  14. Set the workflow as the default to see your changes.

 

 

See also: 

Working with States