Auto State Transition is intended for use in complex workflows, where the same users appear several times in the role of validators. With the rules in the Auto state transition module, we can ensure that in such cases each person validates the document only once, thus shortening the time required to validate the document and relieving the validators of multiple verifications.
Configuring Auto state transition #
After you have successfully installed the application, you should configure Auto state transition.
- Open M-Files Admin
- In the left-side tree view, expand the desired connection to M-Files Server.
- In the left-side tree view, expand the Document Vaults
- Still in the left-side tree view, expand the vault where you installed the connector and select Configurations.
- Expand Other Applications
- Expand Extension Kit
- Click on Auto state transition
|Name||Text||Specifies the rule group name.|
|Rule groups[n]>Group [n]> Rule [n]|
|Name||Text||Specifies the rule name.|
|Description||Text||Optional rule description|
|Enabled||Yes/No||Specifies whether rule is in use.|
|Execute in||SelectedWorkflows||Specifies workflow|
|State condition||• CreatedByAssignedUser|
• AnyStateChangedByAssignedUser, • LastStateChangedByAssignedUser
|Controls when rule will be executed. CreatedByAssignedUser. If AssignedTo user is the same as the user who created object. AnyStateChangedByAssignedUser. If current AssignedTo user already approved this object in one of previous versions. LastStateChangedByAssignedUser. If current AssignedTo user was the last user who approved this object.|
|Workflow conditions||Group of workflows and state transitions on which rule can be executed.|
|Auto state transitions||State transition||State transitions filter.|
|Additional object conditions||Additional conditions that trigger object needs to satisfy.|
|Search conditions||Search conditions||Optional additional conditions that trigger object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator.|
Use case #
Rule for incoming invoices with Additional object condition. If AssignedTo already approved current object then selected auto state transitions can be made, shown in Picture 1.