Run a Workflow Transition

Every project folder in a vault has a workflow configured by a system administrator. A project’s workflow determines the states through which the project must proceed from start to finish. It also determines the transitions that users can run to route the project from one state to the next in that workflow.

Note:

To perform this task, you must be a member of group that is assigned to the Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

To run a workflow transition:

Select the project to route.
On the Folder ribbon, in the Workflow group, select a workflow transition or click Reroute Projects.

Or

Right-click the folder, point to Workflow, and select a workflow transition.

If the transition is valid, it will be run and the project’s Status property will change to indicate the new workflow state.

Running a transition might also cause wizard pages to appear or property values to be automatically assigned. If wizard pages appear when you run a transition, type as much information as you know or as required and complete the wizard just as you would a wizard that is shown when creating a new document. After the transition has been run, properties of the project folder may have been automatically assigned by the transition. Consult a system administrator for more information on transition wizard pages and property assignments configured for your vault.

Run a Workflow Transition for a Batch of Files

To run a workflow transition for a batch of files:

Conduct a search.
Select the Search Results heading.
This will apply the command you select to all results in your search, including results on subsequent pages.
Select a workflow transition from the Workflow tab.
The transitions that are available are those that are available for the first document in the search results.
If the command is applicable for all files in the search results, the operation succeeds. Otherwise, the system executes the command for the files where the command is applicable.
If the transition is valid, it will be run and the project’s Status property will change to indicate the new workflow state.

Running a transition might also cause wizard pages to appear or property values to be automatically assigned. If wizard pages appear when you run a transition, type as much information as you know or as required and complete the wizard just as you would a wizard that is shown when creating a new document. After the transition has been run, properties of the project folder may have been automatically assigned by the transition. Consult a system administrator for more information on transition wizard pages and property assignments configured for your vault.