Allow workflow transitions based on field values

Summary

You may need to allow a workflow transition based on the value of a specific custom field. This article provides a step-by-step guide to implementing this configuration effectively.

Solution

Use workflow conditions

You will use Workflow Conditions to achieve this.

1. Edit your workflow.

2. Select the workflow transition you wish to allow based on a field value.

3. On the pop-up, click Conditions.

4. Select Add Condition.

5. Choose the Value Field option and Add.

6. Add the parameters to the condition:

   1. Select the appropriate field whose value should be validated. Set the condition operator to "=" and specify the desired value of the field to allow the transition. Ensure the comparison type is set to "string." See the example below.

7. Once all conditions are in place in all relevant transitions, make sure you Publish the workflow.

Example configuration

Say you want to allow a transition only when the value of the 'Checklist Completed' custom field is set to 'True':

After clicking the "Add" button, you will return to the Conditions page, where the newly configured condition will be displayed:

This example configuration ensures that the transition is allowed only when the value of the 'Checklist Completed' custom field is set to 'True'. If the field contains a different value or is left empty, the transition will not be allowed.

You can configure multiple conditions and organize them according to your specific requirements. For assistance, refer to the Group conditions, and see the example below: