Configure transition between state models
Create state model transitions to define valid paths between workflow states. State model transitions control how authorization packages move from one step to another and verify that packages follow the correct sequence through your workflow.
About this task
| Transitions | Example |
|---|---|
| Forward transitions | Create forward transitions to move packages to the next step in the workflow sequence.For example, From Prepare \(Order 1\) - To Categorize \(Order 2\). |
| Backward transitions | Create backward transitions to enable packages to return to previous steps for corrections or updates.For example, From Categorize \(Order 2\) - To Prepare \(Order 1\). |
Before you begin
Role required: sn_irm_cont_auth.admin
Procedure
Navigate to All > Continuous Authorization and Monitoring > Administration > GRC State Models.
Open the state model record that contains workflow states.
On the GRC workflow states related list, select the workflow state from which you want to create a transition.
On the Model State Transitions tab, select New.
On the Model State Transition New record form, fill in the fields.
Fields Descriptions From The current state is automatically populated. To Select the state that this transition leads to. Select Submit to create the state transition to the selected workflow state.
Repeat steps 4–6 for all valid transitions from the current state.
Return to the state model record and repeat steps 3–7 for each workflow state.