From the toolbar click +
Under configure modules section click for workflow
Click
Select an application
Select a process type. Click
To Add Transitions click , to edit Transitions click
Here you will be presented with the following options;
The name of the transition. E.g. from moving a process to state "Open" from "Closed", you can name it "Reopen". If you can't think of anything, just name this "Move to <next state>", e.g. "Move to Waiting".
The state to which the process will be routed. For this option you may select one of the following;
Same State: This options keeps the same state after the transition. For example, if a process will be re-assigned to another assignee, but stay in the same state, this option can be used. Another example where this options can be used is if an assignee simply needs to update a problem record without changing the state.
Previous State: This option will send the process to the most recent state prior to the current state.
Specific states defined : This option allows the user to choose from a list of all states as the new state for the process.
The user to whom the process will be routed when this transition is selected. For this option, you may select one of the following choices listed below.
Same as current owner: This option can be used for transitions where a problem record does not need to be assigned to a different user. For example, if a process simply needs to be updated by the assignee.
Unassigned: This option indicates that there is no owner in the next state. For example, in a help desk process a new support request may be left unassigned as they are picked up by representatives.
State Manager: This indicates that the next owner is the State Manager of the next state.
Last Assigned for this State: Assign to user who was owner of the previous state. Useful when you want the same person who handled it before to work on it again.
Prompt in Role: The user doing the transition will be prompted with a list of users playing this role for that process.
Allows the user to perform the next transition. It may be required that some transitions be performed only by the system through timeouts.