Lesson 3
Workflow stages, Transitions
Workflow stages and transitions are fundamental components of a workflow, defining the path and progression of tasks. Stages represent specific points in a process, while transitions dictate how work moves between those points.
Workflow Stages:
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Definition:Workflow stages, also known as statuses, represent distinct points or phases within a process.
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Purpose:They define where a task or item is in the overall workflow.
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Examples:Common stages include “To Do”, “In Progress”, and “Done”, but workflows can have any number of stages depending on the complexity of the process.
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Configuration:Stages are typically configured within a workflow editor and can be customized with specific properties like names, descriptions, and associated actions.
Transitions:
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Definition:Transitions are the connections or pathways that allow items to move from one stage to another.
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Purpose:They define how work progresses through the workflow, indicating what actions are required to move from one stage to the next.
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Types:Transitions can be manual (requiring user action), automatic (triggered by conditions), or default (triggered when no other conditions are met).
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Configuration:Transitions are also configured within the workflow editor and can include conditions, actions, and user permissions.
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Examples:A transition might be “Submit for Approval” or “Request Changes”, depending on the context of the workflow.