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Transition validations are validations that must be met in order for the work item to proceed to the next step within the workflow. Within Transition Validations, you must create a single record to assign each validation to.
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Warning : The validations on the form will NOT BE SET unless this portion is completed. |
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Field | Description |
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Name: | Determine the transition you would like to set the validations to
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Sort Order: | Order of the buttons as they display on screen (Not Required for Form Validations) |
Task Node: | Advisor Review should be the default, as this is where the validations will occur. This is the location where advisors create work item packets for processing. |
Request Category: | Used to set transitions to a certain Request Category (Leave blank to cover all request categories) |
Workflow: | Set to the appropriate Workflow (EPACS/Client Activity is the main workflow) |
Display Name: | Used for naming buttons (Not Required for Forms Validations) |
Disable: | Allows the button to be visible Yes/NO (Not Required for Forms Validations) |
Validations: | If you did not group your validations in sets you can add one or many validations |
Validation Sets: | If you grouped your validations you can add the set(s) to the transition |
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