Statuses can be configured to have rules for transitioning. This allows projects to set requirements for when status changes can occur. Linked statuses are displayed as clickable within the Document but will not change if a transition rule is not met for the change.
Creating/Editing Transition Rules
Hover over a transition line or Click an existing Transition
Click Edit
Input a Name for the Transition
Click on the + sign for Transition Rules
Select a Rule
Is blank: Creates a rule where no data is required
Is not blank: Creates a rule where any value is required
Specific value: Creates a rule where a value is required
Field
Select the Field(s) that the rule will apply to
Operation
Selector the operator for the Field
Value
Select the variable(s) or Input the data required for the rule
Click Create
🚫 Warning
Transition Rules will apply to ALL status changes
Imports
Automations
Manual Changes
'Any' Transition
"Any" is a default transition that created for all statuses that are set to "Always Available". It is a transition that rules can also be applied to. These transitions can not be renamed.
Duplicate Transition
Users can duplicate existing transitions by clicking on the Duplicate Transition button. Duplicating a transition create a new transition with all of the same rules, allowing users to set new statuses for the transition.
Transition Name
Input a name
From Status
Select a status
To Status
Select a Status
