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Transitions and Logic

Transitions are the links (arrows) that connect activities together. They carry the process logic: Conditions, Notifications and Quick Actions.

1. Transition Conditions​

By default, a transition is taken if it is the only exit. If multiple paths are possible (Gateways), you must define conditions.

Condition Editor​

By double-clicking on a transition, you open the condition editor.

Condition Editor

You can compare:

  • The decision from the previous step (e.g: If Validation = "Approved").
  • The value of a field (e.g: If Amount > 1000).

Condition Rules

The available comparators allow you to handle all common cases (Equals, Contains, Is empty, etc.). Comparators

2. Notifications (Emails)​

You can send automatic emails when passing through a transition (e.g: Notify the requester that their request is approved). Access: Right-click on the transition > Notification.

Email Tab

Configuration​

  1. Recipients: Choose from Roles, Actors (e.g: Initiator), or enter a fixed address. Recipients

  2. Template: You can use a predefined template or write the email directly. Email Body

  3. Content: Use variables to personalize the message.

    • $Titre$: Document title.
    • $Link$: Link to open the document.

3. Automatic Actions (No-Code)​

It is not necessary to create a script for simple operations. Transition "Actions" allow you to modify fields automatically. Access: Right-click on the transition > Actions.

Actions Menu

Usage examples:

  • Set the document status to "Closed".
  • Fill the "End Date" with today's date.
  • Store the validator's name in an "Auditor" field.

Adding an action​

Select the field to modify and the value to assign to it.

Action Configuration

[!TIP] Always favor these transition actions over complex scripts when possible. It's more readable and easier to maintain.

4. Gateways​

To organize complex flows:

  • XOR (Exclusive): Only one route will be taken (the first one whose condition is true). Represented by a diamond with a cross.